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How the CARES Act Affects You

Staying In Your Seat… Even During The Hard Times

Social Security and Medicare Integration

Investing For the Long-Term

The SECURE Act and Effective Tax Planning

Fee-Only vs Fee-Based Advisors

Were You Sold Permanent Life Insurance?

Retirement Income Planning

Why you need a simple will

Financial Planning for Business Owners

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Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor