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Read more: 2025 Retirement Checklist
It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra time to travel, pursue hobbies,…
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Read more: Financial Planning for the Next Chapter of Your Life
Why are you reading this? These words did not appear on your screen or arrive in your inbox unbidden. The fact that you clicked on…
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Read more: 10 Biggest Mistakes to Avoid When Hiring a Financial Advisor
If you want to build wealth and optimize your financial life, hiring a financial advisor can be a smart move. Unfortunately, not all financial advisors…
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Read more: Budget for Travel in Retirement
Many of us spend our lives dreaming up travel plans with the hope that one day we can make those dreams a reality in retirement.…
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Read more: Bank of America Benefits Package 2026
Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America…
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Read more: Wise Money Management
My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise…
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Read more: Divorce Settlement Mistakes We See
Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can do to avoid these common…
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Read more: Things To Do Before You Resign
If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are not alone. Millions of people…
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Read more: So You Just Got Promoted to Be a Wells Fargo Manager – Now What?
Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for…
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Read more: Common Divorce Questions
Going through a divorce is a life-changing event that you’re never quite prepared for. No matter how much time you spend researching and planning, it…
