Corey Norman, CFP

Corey Norman, CFP

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Corey Norman, CFP, Financial planner, 11611 N Meridian Street, Suite 300, Carmel, IN.

Monthly Market Insights | September 2026 09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Critical Estate Documents 09/07/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Directors and Officers Liability Insurance 09/04/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Is Term Life Insurance for You? 09/02/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Is Term Life Insurance for You? Term insurance is the simplest form of life insurance. Here's how it works.

What is the Value of Your Business? 08/31/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

What's My 2026 Tax Bracket? 08/28/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Making Sense Of A Home Warranty 08/26/2026

A home warranty may make sense, but you need to set proper expectations.

Making Sense Of A Home Warranty Understanding the value of a home warranty.

3 Estate Challenges for Blended Families 08/24/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

3 Estate Challenges for Blended Families This article will help your clients with blended families think and prepare their estate strategy.

Capital Gains Tax When Selling Your Home 08/19/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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Location

Address


11611 N Meridian Street, Suite 300
Carmel, IN
46032