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Associates

• William "Barry" Amburn, CPA
• Matt Hearn, ChFC®, CFP®
• Joseph "Joey" C. Perkins, Jr., CPA
• Raymond "Chip" H. Wilcox
• Carol Uselman, AAMS®
• Cindy L. Edwards, CRPS®
• Kimberly Stone
• Melissa Schoon

Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
• Mortgage Acceleration
• Credit Card Debt
• Lease Payment
• Car Affordability
• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Retirement Portfolio Lifespan
• Working While Collecting Social Security Benefits
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
• Roth IRA Conversion
• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

Flipbooks

• Understanding Social Security and Medicare: America’s Retirement Safety Net

Newsletters

Research Articles

• What Are My Retirement Planning Options?
• How Should I Manage My Retirement Plan?

Videos

• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future

Glossary

Quote Requests