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Can Election Results Predict the Market?

 

When Heirs are Imperfect

 

Death is No Excuse

 

Let's Chat: It’s never a bad time to speak with your financial advisor about changes in your situation

 

Six Keys to More Successful Investing

A successful investor maximizes gain and minimizes loss.

Maintaining Your Financial Records: The Importance of Being Organized

An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.

Long Term Care as Part of Your Multi-Generational Plan

For anyone who has dealt with an aging parent or grandparent the concept of long term care is likely a familiar one. Those unfortunate enough to suffer from Alzheimer’s or other cognitive illness can end up requiring nursing care that can reach and exceed $80,000 per-year depending on the quality of care.

How to Bake a Pie-R-A

 

The Over Index: It Ain't Over 'Til "Overs" Are Everywhere

What’s Your Investment IQ?

 
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Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Crescent Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Gary Deese is licensed to do business in the following states:  SC, NC, GA, CO (securites) and SC, NC, GA, FL (insurance).

Ryan Tripp is licensed to do business in the following states:  SC, NC, GA (securities and insurance).

 

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