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When Changing Jobs, Rollovers May Offer Benefits

When Changing Jobs, Rollovers May Offer Benefits

by Greg Dillard CFP (TM) | Apr 23, 2023 | Featured, Recent Post

Consolidating retirement accounts can help your retirement immensely  For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their...
The Importance of Setting Career Goals

The Importance of Setting Career Goals

by Matt Gazaway CFP (TM) | Apr 19, 2023 | Featured, Recent Post

We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. But in order to achieve any type of professional success, we must continually push ourselves and develop our skills. How do we do that? Set goals. Consider...
5 Last Minute Considerations Before Tax Day

5 Last Minute Considerations Before Tax Day

by Greg Dillard CFP (TM) | Apr 10, 2023 | Featured, Recent Post

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day. But before you rush to get that return out the door, are you confident you have everything in...

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