A Full-Service Wealth Management Firm in North Carolina
The only constant in this world is change. From the markets and economy to your personal finances and goals, you likely experience fluctuations on a daily basis. At Rutledge Financial Partners, LLC, we believe everyone needs a comprehensive financial strategy that is flexible enough to adjust regularly and strong enough to withstand those changes. Our goal is to create such strategies for our clients.
We work with a diverse range of people, from sports and entertainment figures to business owners to high net worth families. Whether you are just starting to build your wealth or are concerned with preserving what you’ve worked hard to accumulate, we aim to work closely with you to develop customized investment strategies that address your entire financial picture, risk tolerance, and goals.
Based outside of Charlotte in Matthews, North Carolina, we work with clients locally in Union County and Mecklenburg County, as well as in multiple other states. Contact us today to learn more about how we may be able to help you through the many stages of your life.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
There are common mistakes you can avoid when saving for retirement.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A look inside the U.S. government's statistics on household net worth.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you know these three personal finance sayings?
Here are five facts about Social Security that might surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?