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Associates

• Tamara S. Moss
• Lori S. Davis
• Yvonne Baird
• Greg Clapp
• Keisha Kelley
• Russ Odle

Learning Center

E-Seminars

Flipbooks

• Time to Get Tax-Savvy: Managing Your Tax Burden

Newsletters

• HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
• A Financial Wellness Plan Can Help Pave the Road to Retirement
• Four Things Investors Should Know About Stock Splits
• All-in-One Funds: Targeting Time or Risk?
• Working While Receiving Social Security Benefits
• Your Business: Reasons to Keep Personal and Business Finances Separate
• HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
• Key Retirement and Tax Numbers for 2021
• Are Value Stocks Poised for a Comeback?

Research Articles

• What Key Estate Planning Tools Should I Know About?
• What Is an IRA Rollover?
• What Are My Retirement Planning Options?
• How Can I Keep More of My Mutual Fund Profits?
• How Long Will It Take to Double My Money?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• 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
• Four Money Mistakes You Might Be Making
• Putting Together the Retirement Income Puzzle
• Social Security: When Should You Claim Retirement Benefits?
• How Sequence of Returns Can Affect Your Retirement Savings
• The SECURE Act Hopes to Make Retirement More Secure
• Record Government Spending Boosts Appeal of Tax-Free Income
• The CARES Act May Offer Welcome Relief to Retirement Account Owners
• Taking a Financial Inventory
• 3 Factors to Consider When Investing for the Long Term
• Fed Forecast: Low Rates Ahead
• Are Value Stocks Poised for a Comeback?
• 4 Things To Do in the 4 Years Before College
• Taking a Closer Look at Target Date Funds
• The Latte Habit
• The Retirement Income Factor
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Flipbooks