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Latest Articles

Retirement

  • 9 Facts About Retirement
  • Social Security: Maximizing Benefits
  • Choosing a Retirement Plan that Fits Your Business

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • How Stocks Work

Insurance

  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • When Life Insurance Becomes Taxable
  • Understanding Extended Care
  • Assess Life Insurance Needs

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

Office: (919) 714-7491

Fax: (919) 768-6350

7000 Harps Mill Rd

STE 103

Raleigh, NC 27615

Series 6,7,24,26,63,65 held through LPL Financial, NC Life, Health & LTC

Info@Compassfinancialgrp.com

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