Shauntae Funkhouser, CPRS - LKN Finance Lady

Shauntae Funkhouser, CPRS - LKN Finance Lady Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Shauntae Funkhouser, CPRS - LKN Finance Lady, Financial planner, Huntersville, NC.

Certified Personal Retirement Specialist ™
Certified Divorce Financial Analyst®
Investment Advisor Representative CRD # 7519728
Locate My Websites:
https://linktr.ee/Shauntae

April is National Financial Literacy Month… and honestly, this is something I’m really passionate about.Financial educat...
04/23/2026

April is National Financial Literacy Month… and honestly, this is something I’m really passionate about.

Financial education is not something most of us were ever taught… yet we’re expected to make some of the biggest decisions of our lives without truly understanding our options. That gap can lead to costly mistakes, unnecessary stress, and missed opportunities.

One of the ways I try to give back is by offering free educational workshops to the community.

If you’re part of a church, civic group, nonprofit, or any organization that wants to bring value to its members… I’d love to help.

Some of the topics I cover include:

• Divorce survival and financial planning
• Medicare and Social Security explained
• Retirement income strategies
• Tax planning and Roth IRA strategies
• Understanding 401(k) rollovers
• Budgeting and getting financially fit
• Estate planning basics
• Helping aging parents
• Investing basics (including for women)
• First-time home buying and refinancing
• Credit and financial pitfalls to avoid
• Long-term care planning
…and more

These are educational, no-pressure conversations designed to help people feel more confident and informed about their financial future.

If your organization is looking to host something like this… feel free to message me or reach out directly.

Let’s make financial education more accessible… it truly changes lives.

We had the best time celebrating Valentine’s Day with our single ladies and making candles together 🩷Thank you so much t...
02/11/2026

We had the best time celebrating Valentine’s Day with our single ladies and making candles together 🩷

Thank you so much to Bell’s Box Collective for hosting us. If you haven’t been, they specialize in clean candle making and clean products, and the space is very cute.

Huge thank you to our amazing team at A4 Wealth Advisors, LLC for all the hard work that went into planning everything. You made it so easy and so much fun for us. We truly appreciate you.

There’s just something special about a room full of lovely ladies having fun together!

Already looking forward to the next one ✨

Big shout out to my newest top fans! 💎Ellen McGrath BuckThank you for your continued support, Ellen.
01/21/2026

Big shout out to my newest top fans! 💎

Ellen McGrath Buck

Thank you for your continued support, Ellen.

Moral of the story: we know that day will come, the best thing we can do is prepare for it.
12/15/2025

Moral of the story: we know that day will come, the best thing we can do is prepare for it.

My stepmother kicked me out two days after my father died—the next morning, a bunch of SUVs showed up in front of her house. My mom died when I was ten. Dad held it together for a few years, but when I was fourteen, he married her—Cheryl. The woman who smiled too wide when people were watching and snapped too fast when they weren't. She never raised a hand to me, but she never let me forget I wasn't hers. When Dad died of a sudden heart attack five years later—I was just 19—Cheryl didn't even wait for the funeral flowers to wilt. Two days later, she stood at the top of the stairs with her arms crossed and said, "YOU'RE NOT FAMILY ANYMORE. GET OUT." No sympathy. No warmth. Just ice. I left with a duffel bag and my guitar. That night, I crashed on my best friend's couch, staring at the ceiling, wondering how grief could burn and freeze at the same time. The next morning, I went to take some more of my stuff. But when I came to the house I was raised in and built by my great-grandfather, there were five black SUVs parked outside. My stomach dropped. I thought maybe Cheryl had called security to keep me away. But when I rang the bell, the door creaked open and Cheryl looked like she'd seen death itself. "Oh! You're here!" she said, her voice suddenly syrupy. "I was just… just about to call you, sweetheart." I blinked. "What's going on?" ....⬇️

Ang is off to deliver the Toys for Tots donations from our amazing clients. Thank you for demonstrating such compassion ...
12/12/2025

Ang is off to deliver the Toys for Tots donations from our amazing clients. Thank you for demonstrating such compassion and kindness, which is genuinely impacting childrens lives this holiday season.

A4 Wealth Advisors, LLC
Marine Toys for Tots Foundation

We’ve got Christmas Cheer Up in Here!! A4 Wealth Advisors, LLC
12/10/2025

We’ve got Christmas Cheer Up in Here!!

A4 Wealth Advisors, LLC

🤯 When I was 10, the only investment account I had was a Lisa Frank sticker book. Which, any parents out there notice th...
12/04/2025

🤯 When I was 10, the only investment account I had was a Lisa Frank sticker book. Which, any parents out there notice those are coming back? My 14 year old daughter wants one!

But seriously, this is brilliant. Start them early, teach them ownership, and let compound interest do the real magic. This in addition to what the Trump Administration is going, could really make a difference for that generation.

What do we think? Is this the coolest billionaire move ever? Or do you see some sort of negative consequences? 🤑

Dell Technologies

I'm going to call something out and some of you might not like it but you should hear me out anyway.There’s an inverse r...
11/26/2025

I'm going to call something out and some of you might not like it but you should hear me out anyway.

There’s an inverse relationship between age and investment knowledge. Younger investors = lowest literacy, but highest investment confidence.

Add crypto gains to the mix and boom, recency bias turns “I got lucky once” into “I’m basically Warren Buffett.”

Hate to break it to ya, but no … you’re not. 😂

You caught a moment. A bull run. A hype cycle.

That doesn’t replace real strategy.

If you want a portfolio that wins on more than luck, I’m here.

A4 Wealth Advisors, LLC

I was looking at this chart today and had to share it. 👇Every year different investments jump to the top, and it’s a goo...
11/13/2025

I was looking at this chart today and had to share it. 👇

Every year different investments jump to the top, and it’s a good reminder that sitting in cash usually isn’t the “safe” move people think it is. In most years, cash seriously lags behind a simple diversified investment mix.

If you’ve been holding a lot of cash because the market feels confusing or “not the right time,” just know you probably could’ve done a lot better with a diversified plan working for you in the background. In addition, it can even be more tax efficient.

If you want me to take a look at what you’re currently doing, or if you’re not doing anything at all, shoot me a message. You might be surprised at how much we can improve things with just a few adjustments.

A4 Wealth Advisors, LLC

Breaking News: Trump Proposes New Tariffs on Pharma & Big Trucks 🚨According to this article, the Trump administration is...
09/26/2025

Breaking News: Trump Proposes New Tariffs on Pharma & Big Trucks 🚨

According to this article, the Trump administration is planning to impose fresh tariffs targeting the pharmaceutical industry and heavy duty trucks. While the move is intended to address trade imbalances, it also raises other serious concerns.

📈 Consumers could feel the pinch, especially those reliant on imported medications.

🏭 Industries tied to heavy machinery and logistics may face increased costs or disrupted exports.

🌍 Trade tensions could escalate, impacting diplomacy and market stability.

What do you think? Will this be a strategic move or a misstep? 🤔

Levies on drugs will be imposed on companies that aren’t building plants in the U.S.

09/19/2025

I was born in 1984, and in my lifetime I’ve already seen the market go through some wild rides 🎢.

👉 In the early 1980s, inflation and high interest rates caused sharp market drops.
👉 The dot-com bubble (2000–2002) wiped out nearly half of the S&P 500’s value.
👉 The 2008 financial crisis sent the S&P 500 down 56% from its 2007 peak to the 2009 low — and it took over 5 years to fully recover.

Each of these moments was tough, but history shows markets do recover. That’s why patience and discipline matter.

But here’s the key: diversification. If all of your investments are tied up in S&P 500 businesses, you may want to take another look at your allocation. Staying diversified can help you weather downturns and smooth out the ride over time.

The lesson? Stay patient, stay diversified, and keep your eyes on the long game. 📈

Address

Huntersville, NC

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