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Tracy L. Lentz
Richard D. Thompson
G. Ray Breeden III
Joy O. Jackson
Amy R. Blalock
Melanie B. McDonald
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I’m Approaching Retirement
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Economy
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An Unusual Constellation Of Economic Surprises
Stocks Plunge When Investors Earn The Equity Risk Premium
Economic Facts To Prepare For The Elections
Taxes
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Be Prepared For Tax Policy To Swing Back
Business Owners: Avert Obstacles To Tax Savings
7 Tax Breaks Eliminated Or Curtailed
Family Finance
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Strategic Considerations In Funding College
Seven Steps To Protect Yourself After Data Breach
5 Ways That Can Help You Pay For Higher Education
Retirement
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A New Risk To Converting To A Roth IRA
Countdown To Retirement: Seven Steps To Get Ready
10 Common Questions On Social Security Benefits
Managing Your Business
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Protect Yourself Against Spearphishing
What Should You Do If An Employee Asks For A Loan?
Ever Considered Helping Your Adult Child Open A Business?
Investing
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Investing For The Long Run Amid Volatility
You Don't Need Perfect Knowledge To Invest Well
Soaring Stocks Raises Importance Of Diversifying
Estate Planning
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New Year's Resolution: Review Your Estate Plan
5 Estate Planning Steps To Benefit Your Elders
Key Components Of A Post-Divorce Estate Plan
Insurance
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6 Common Medicare Myths That Should Be Dispelled
Should You Borrow Against A Life Insurance Policy?
Modern Times: Renaissance In Life Insurance Trusts
Lifestyle
Out Of Work? How You Can Survive And Even Thrive
How To Avoid Becoming A Victim Of Identity Theft
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Home
Our Approach
--Client-Centric
--Retire-Centric
Our Team
--Tracy L. Lentz
--Richard D. Thompson
--G. Ray Breeden III
--Joy O. Jackson
--Amy R. Blalock
--Melanie B. McDonald
Who We Help
--I’m Approaching Retirement
--I’m Retiring Now
--I’m Already Retired
Get Started