Douglas Marion - Advanced Wealth Strategies, Author at LKNConnect Community

The Financial Advantage With Douglas Marion: Setting Effective Financial Goals for Sustainable Success

September 26, 2026

Financial goals are easier to act on when you know exactly what you’re working toward. In this edition of Financial Advantage, Douglas Marion explains how the S.M.A.R.T. framework can turn a…

The Financial Advantage with Douglas Marion: Financial Planning for Aging Parents: Roles, Costs, and Conversations

September 11, 2026

As parents grow older, adult children often begin taking on responsibilities they never expected—from helping with bills and medical appointments to making decisions about housing, caregiving and long-term care. Starting…

Financial Advantage W/ Douglas Marion: Understanding the Difference Between Risk Tolerance, Risk Capacity, and Financial Goals

September 4, 2026

One of the most important decisions investors face is determining how much investment risk is appropriate for them. While market performance and potential returns often receive the most attention, understanding…

Financial Advantage w/ Douglas Marion: Tax Diversification in Retirement: Building Flexibility for Future Income Needs

August 29, 2026

Douglas Marion – Advanced Wealth Strategies When most people think about diversification in retirement, they focus on investments. Spreading money among stocks, bonds, and other assets is a familiar way…

Financial Advantage w/ Douglas Marion: Back-to-Routine Money Reset: Taking Stock Before the End of the Year

August 21, 2026

Shifting from saving for retirement to drawing income from your assets is a meaningful transition. Instead of building balances, you begin relying on them to support your lifestyle. One way…

Financial Advantage w/ Douglas Marion: Insurance Policy Review: When Was the Last Time You Reviewed Your Insurance Coverage?

August 14, 2026

Shifting from saving for retirement to drawing income from your assets is a meaningful transition. Instead of building balances, you begin relying on them to support your lifestyle. One way…

Financial Advantage w/ Douglas Marion:Why Putting Your Financial Strategy in Writing Matters

LKN Live Music Scene

Family Guide to Weekend Activities Around Lake Norman: October 2–4, 2026

September 30, 2026

Things to Do

The Fantasy Advantage with Glenn Slezak: Week 4

September 30, 2026

The Fantasy Advantage with Glenn Slezak

Holiday Pop-Up & Vendor Market at Beard Farms – It’s This Coming Saturday and Sunday

September 30, 2026

Special Events

Worth the Pour with Swanky Straw – Special Visit: Lake Norman Brewery

September 29, 2026

Uncategorized

The Best of The Success Connection with Joe Vagnone: Special Guest –

September 29, 2026

Uncategorized

Douglas Marion - Advanced Wealth Strategies

The Financial Advantage With Douglas Marion: Setting Effective Financial Goals for Sustainable Success

The Financial Advantage with Douglas Marion: Financial Planning for Aging Parents: Roles, Costs, and Conversations

Financial Advantage W/ Douglas Marion: Understanding the Difference Between Risk Tolerance, Risk Capacity, and Financial Goals

Financial Advantage w/ Douglas Marion: Tax Diversification in Retirement: Building Flexibility for Future Income Needs

Financial Advantage w/ Douglas Marion: Back-to-Routine Money Reset: Taking Stock Before the End of the Year

Financial Advantage w/ Douglas Marion: Insurance Policy Review: When Was the Last Time You Reviewed Your Insurance Coverage?

Financial Advantage w/ Douglas Marion:Why Putting Your Financial Strategy in Writing Matters

Financial Advantage w/ Douglas Marion:Planning for Longevity: Preparing for a Retirement That May Last Decades

Financial Advantage w/ Douglas Marion: What Retirement Looks Like Is Changing

Financial Advantage w/ Douglas Marion: What to Weigh Before Bringing Your Accounts Together

The LKN Live Music Scene with Colin Furcht: October 2nd

Family Guide to Weekend Activities Around Lake Norman: October 2–4, 2026

The Fantasy Advantage with Glenn Slezak: Week 4

Holiday Pop-Up & Vendor Market at Beard Farms – It’s This Coming Saturday and Sunday

Worth the Pour with Swanky Straw – Special Visit: Lake Norman Brewery

The Best of The Success Connection with Joe Vagnone: Special Guest –