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  • Associates

    • Andrew Tupler
      CFP®, MBA
    • Josh Murray
      CFP®
    • Natalie Verdeflor
      MBA
    • Marissa Fazendeiro
    • Connor Barbella
    • David Vickroy
    • Ryan Cassidy

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    • Financial Management Insight: Strategies to Help Build Your Future
    • Understanding Social Security and Medicare: America’s Retirement Safety Net
    • Higher Education: College Saving and Funding Strategies
    • Investing Basics: Embark on Your Wealth-Building Journey

  • Videos

    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Are Your Investment Decisions Influenced by Emotions?
    • 6 Reasons to Work with a Financial Professional
    • Women and Money: Taking Charge of Your Financial Future
    • Four Money Mistakes You Might Be Making
    • Putting Together the Retirement Income Puzzle
    • Social Security: When Should You Claim Retirement Benefits?
    • How Sequence of Returns Can Affect Your Retirement Savings
    • The Latte Habit
    • Do You Know Who Your Beneficiaries Are?

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This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, NC, NJ, NM, NV, NY, OR, PA, SC, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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