Safeguard Your Digital Estate: If you died, what would happen to your email archives, social profiles, and online accounts?


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


Planning for Long Term Care

As we age, the odds of incurring an injury or major illness that will prevent us from performing simple daily functions increase substantially. Today, one in three people over the age of 65 will require assisted care of some sort. Past age 75 the odds increase to where one in two will need nursing care.

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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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