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8318 Pineville Mathews Rd.
Ste. 280-E
Charlotte, NC 28226

Phone:

704-405-9940

Fax:

704-405-9946

E-mail:

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

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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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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How much can you afford to pay for a car?

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How Long Will It Take to Pay my Balance?

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