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Associates
- Troy R. Barrentine, MSF, CFP®
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- George T. Holmes, IV, MBA, CFP®
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- Charles J. "CJ" McCarthy
- Christopher Miller, CFP®, RICP®
- William J. Milton, Jr., MBA, CFP®
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Flipbooks
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Newsletters
- HOT TOPIC: Too Much Oil with Nowhere to Go
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- Social Security May Offer a Lifetime of Protection
- The Cost of Family Caregiving
- Telemedicine: The Virtual Doctor Will See You Now
- HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
- Setting a Retirement Savings Goal
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- Don’t Let a Disaster Keep the Lights Off Forever
- HOT TOPIC: The SECURE Act and Your Retirement Savings
- Three Generations of Retirement Strategies
- Do Target-Date Funds Hit the Bull’s-Eye for You?
- Retirement Savings: Traditional, Roth, or Both?
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Research Articles
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