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Our very own George Phipps, CFP® was featured last week in a WRAL Morning Original about retirement preparation titled Retirement planning: Begin early, set goals and stay socially engaged. George is one of our Wealth Planners and...Read More
Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the...Read More
Are You Using Your Lossesto Your Advantage? What is tax-loss harvesting? Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different...Read More