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Office One

1300 Ridenour Blvd, NW

Suite 221

Kennesaw, GA 30152

Office Two

5432 Donahe Path

The Villages, FL 32163

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Featured Content

<p>The Five Basics of Financial Literacy</p>

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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<p>IRA Withdrawals that Escape the 10% Tax Penalty</p>

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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<p>Rebalancing Your Portfolio</p>

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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