Fairview Strategic Planning

Fairview Strategic Planning Financial services Securities offered through LPL Financial, Member FINRA/SIPC. No offers may be made or accepted from any resident of any other state.​

finra.org sipc.org Investment advice offered through Core Advisory Group, a registered investment advisor. Core Advisory Group and Fairview Strategic Planning LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associate

d with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

These 6 things might make your next return a prime target for an IRS audit.
09/02/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

How literate are you when it comes to your finances? Brush up with these five basics.
08/31/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Are you looking for a balance? Find yours, starting with this video.
08/28/2026

Are you looking for a balance? Find yours, starting with this video.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Surprises crop up every day, and they’re a great reason to work with us.
08/26/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
08/24/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

If you died, what would happen to your email archives, social profiles, and online accounts?
08/21/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Your insurance needs don’t stay the same when the nest empties, but what changes?
08/19/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
08/17/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
08/14/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10 tips that can head-off marriage money problems.
08/12/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

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5960 Fairview Road
Charlotte, NC
28210

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