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Investment Planning
6 Reasons to Work with a Financial Professional
Are Your Investment Decisions Influenced by Emotions?
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Insurance Strategies: Giving Old Life Insurance a New Purpose
Life Insurance with Long-Term Care Benefits
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How Pre-Tax Contributions Affect Your Paycheck
The Pros and Cons of a Big Tax Refund
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Help with College: A Gift for Your Grandkids
Do You Know Who Your Beneficiaries Are?
Are Your Designated Heirs Up-to-Date?
Avoiding Probate with a Transfer-on-Death Deed
Trusts Offer More Than Estate Tax Protection
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Cash Flow Analysis
The Latte Habit
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The Basics of Social Security Retirement Benefits
Cost of Retirement
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
Bridging the Gap Between Retirement and Medicare Eligibility
Pillars of Excellence
William "Barry" Amburn, CPA
Matt Hearn, ChFC®, CFP®
Joseph "Joey" C. Perkins, Jr., CPA
Raymond "Chip" H. Wilcox
Cindy L. Edwards, CRPS®
Kimberly Stone
Carol Uselman, AAMS®
Melissa Schoon
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"Are My Investments A Good Fit?"
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Should You Pay Off Debt or Save for Retirement?
Financial Planning: Helping You See the Big Picture
Do You Know Who Your Beneficiaries Are?
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2160 Country Club Road
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NC
27104
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336-231-6844
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The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
