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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
Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
