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Left to right:
Christopher T. Barbee, CFP® | First Vice President/Investments
Jen Lee Cockman | Registered Client Service Associate
Gregory E. Gonzales | Senior Vice President/Investments
Grant Gillespie | Financial Advisor
Cassie Sawyer | Client Service Associate
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
How much do you need to save each year to meet your long-term financial goals?
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
