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Three Key Questions to Answer before Taking Social Security

 

Eight Mistakes That Can Upend Your Retirement

 

An Arm and a Leg

 

Don’t Be Your Own Worst Enemy

 

Investment Challenges of the Affluent Investor

 

Is a Variable Annuity Right for Me?

 

What Our Kids Can Teach Us About Saving Money

 

Choices for Your 401(k) at a Former Employer

 

Why Financial Planning is an Absolute Necessity for Everyone

 
 

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns only about 7% of the total outstanding debt of the U.S. Government?¹

This still amounts to about $1.25 trillion, but China’s ownership of Treasury securities is well behind two major domestic owners—Social Security and the Federal Reserve.²

Nevertheless, the emergence of a political and economic competitor on the world stage as a major owner of U.S. debt has unsettled some policymakers and citizens alike.

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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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