Inspired Wealth Planning - LaGrange

Inspired Wealth Planning - LaGrange Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Inspired Wealth Planning - LaGrange, Financial Consultant, 115 Broad Street, Suite 203, LaGrange, GA.

🇺🇸 Happy Independence Day! 🇺🇸Today, we celebrate the freedoms we cherish, the resilience of our nation, and the countles...
07/04/2026

🇺🇸 Happy Independence Day! 🇺🇸

Today, we celebrate the freedoms we cherish, the resilience of our nation, and the countless individuals who have helped preserve the liberties we enjoy every day.

As you spend time with family and friends this Fourth of July, may you enjoy moments of gratitude, laughter, and celebration while remembering those who have served our country with courage and sacrifice.

From all of us at Inspired Wealth Planning, we wish you a safe, happy, and meaningful Independence Day!

❤️🤍💙 Happy 4th of July!

📍 Inspired Wealth Planning – LaGrange
Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203 LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

07/02/2026

📊 Money with Murphy – The Commodity Stories Everyone Is Missing

While many headlines have focused on oil prices and geopolitical tensions, some of the biggest commodity trends are happening behind the scenes.

In this week’s Money with Murphy, Kara Murphy, President & CIO of Kestra Investment Management, sits down with commodities expert Kathy Kriskey to discuss the forces reshaping global markets. Learn how China helped prevent a major oil shock during the Iran conflict, why military rearmament and AI infrastructure are driving demand for industrial metals, and why central bank buying—not inflation—has become the primary driver of gold.

Understanding the broader economic picture can help investors look beyond the headlines and stay focused on long-term opportunities.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203 LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

📈 Markets in a Minute: Small Caps Rallying – Can They Keep the Lead?After years of large-cap stocks dominating the headl...
06/26/2026

📈 Markets in a Minute: Small Caps Rallying – Can They Keep the Lead?

After years of large-cap stocks dominating the headlines, small-cap companies are making a strong comeback in 2026. Improved earnings expectations, attractive valuations, and a recovering manufacturing sector have helped fuel renewed interest in this often-overlooked segment of the market.

While challenges remain—including cautious small business sentiment and hiring trends—many investors are taking notice of the growth potential small caps may offer.

Key takeaways:
✔️ Small-cap earnings are expected to grow approximately 18% in 2026
✔️ Valuations remain attractive compared to large-cap stocks
✔️ Manufacturing activity is improving, supporting economic growth
✔️ Investor portfolios may benefit from broader market diversification

As market leadership evolves, maintaining a diversified investment strategy remains one of the best ways to navigate changing conditions and pursue long-term financial goals.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203 LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

💙 The Greatest Investment a Father Makes Isn't Financial—It's Personal. 💙A father's influence can shape a lifetime. Thro...
06/21/2026

💙 The Greatest Investment a Father Makes Isn't Financial—It's Personal. 💙

A father's influence can shape a lifetime. Through encouragement, guidance, sacrifice, and unwavering support, dads help build the foundation that future generations stand upon.

This Father’s Day, we honor the men who lead by example, teach valuable life lessons, and show us the importance of planning, providing, and caring for those we love.

Whether you're celebrating with family, remembering a father who made a lasting impact, or reflecting on your own journey as a dad, we wish you a day filled with gratitude, pride, and meaningful moments.

From all of us at Inspired Wealth Planning, Happy Father’s Day to the fathers and father figures who make a difference every day.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

06/17/2026

📊 Money with Murphy – The Cost of Success: Rethinking Capital Gains Taxes

No one enjoys paying taxes, but sometimes a tax bill is a sign that your investments are doing exactly what they were designed to do—grow.

In today’s market, many investors find themselves holding highly appreciated positions. While avoiding capital gains taxes may seem appealing, it can also lead to unintended concentration risk and portfolios that drift away from their intended strategy.

In this week’s Money with Murphy, Kara discusses why tax decisions should be viewed within the context of your overall financial plan and how disciplined portfolio management can be more important than simply avoiding taxes.

Successful investing isn't just about minimizing taxes—it's about balancing risk, opportunity, and long-term goals.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203 LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

📈 Markets in a Minute: A Fighting Chance for Active ManagementFor years, passive investing has been a popular choice due...
06/12/2026

📈 Markets in a Minute: A Fighting Chance for Active Management

For years, passive investing has been a popular choice due to its simplicity and low costs. But as markets become more complex and opportunities emerge across different sectors and company sizes, active management may offer additional ways to uncover value.

The question isn't always active versus passive—it may be how the two can work together. A thoughtful blend of strategies can help balance growth opportunities, risk management, diversification, and long-term financial goals.

Every investor's situation is unique, which is why having a personalized investment strategy is so important.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

☀️🌧️ Planning for Sunny Days and Rainy DaysLife is full of opportunities, milestones, and unexpected turns. While we all...
06/08/2026

☀️🌧️ Planning for Sunny Days and Rainy Days

Life is full of opportunities, milestones, and unexpected turns. While we all enjoy the sunny days, a strong financial plan helps prepare for the rainy days too.

Financial planning isn't about predicting the future—it's about creating a strategy that helps you stay confident and focused no matter what life brings. Whether you're planning for retirement, building wealth, protecting your family, or preparing for unexpected events, having a plan in place can make all the difference.

The best time to prepare for tomorrow is today.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

06/05/2026

📊 Money with Murphy – The New Era at the Federal Reserve

Big changes may be on the horizon as Kevin Warsh steps into the role of Federal Reserve Chair. While leadership may change, one timeless investing principle remains: Don't fight the Fed.

In this week’s Money with Murphy, Kara explores how the new Chair could influence the way monetary policy is communicated, measured, and implemented—and what those changes could mean for investors and financial markets moving forward.

Understanding how the Federal Reserve shapes interest rates, inflation, and economic growth can help investors stay focused on long-term goals rather than short-term headlines.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

💼 Markets in a Minute: The Role of Bonds in Portfolio ConstructionBonds continue to play an important role in building a...
05/27/2026

💼 Markets in a Minute: The Role of Bonds in Portfolio Construction

Bonds continue to play an important role in building a well-rounded investment portfolio—offering income potential, reduced volatility, and an added layer of protection during uncertain market conditions. With today’s higher yields, fixed income may present meaningful opportunities beyond diversification alone.

The key? Bond investing isn’t one-size-fits-all. Interest rates, credit quality, and sector allocation all matter when creating a strategy aligned with your long-term goals.

Read the full article here: https://www.kestraim.com/market-insights/the-role-of-bonds-in-portfolio-construction

Want to better understand how fixed income may fit into your financial plan? Let’s have a conversation.

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

🇺🇸 Memorial Day 🇺🇸Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our ...
05/25/2026

🇺🇸 Memorial Day 🇺🇸

Today, we pause to remember and honor the brave men and women who made the ultimate sacrifice for our country and our freedom. Their courage, service, and dedication will never be forgotten.

As we spend time with family and loved ones this Memorial Day, let us also take a moment to reflect with gratitude for those who gave everything in service to our nation. ❤️🤍💙

📍 Natalie Phillips, CFP® | Financial Advisor, Partner
115 Broad Street, Suite 203
LaGrange, GA 30240
📞 706-803-0115
🌐 www.inspiredwealthplanning.com

Address

115 Broad Street, Suite 203
Lagrange, GA
30240

Alerts

Be the first to know and let us send you an email when Inspired Wealth Planning - LaGrange posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share