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Phone:

(678) 218-4900

Fax:

(678) 412-4171

E-mail:

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By appointment only

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck