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520 8th St. N.E. Hickory, NC 28601. The Latte Lie and Other Myths. Do you know these three personal finance sayings? It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst! Might affect your portfolio. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. Welcome to Capital Financial Planning! Should You Ever Retire?

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520 8th St. N.E. Hickory, NC 28601. The Latte Lie and Other Myths. Do you know these three personal finance sayings? It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst! Might affect your portfolio. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. Welcome to Capital Financial Planning! Should You Ever Retire?

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Home | Mark Teague CFP®, ChFC®, CLU®, AAMS® | cfphickory.com Reviews

https://cfphickory.com

520 8th St. N.E. Hickory, NC 28601. The Latte Lie and Other Myths. Do you know these three personal finance sayings? It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst! Might affect your portfolio. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. Welcome to Capital Financial Planning! Should You Ever Retire?

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cfphickory.com

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Home | Mark Teague CFP®, ChFC®, CLU®, AAMS®

http://www.cfphickory.com/resource-center/investment/busting-the-bubble

231 13th Avenue Place NW. Hickory, NC 28601. You’ve made investments your whole life. Work with us to help make the most of them. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Welcome to Capital Financial Planning! Charitable Giving: Smart from the Heart. Social...

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keeping-up-with-the-joneses

http://www.cfphickory.com/resource-center/money/keeping-up-with-the-joneses

231 13th Avenue Place NW. Hickory, NC 28601. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. How Does Your Credit Score Compare? Have you ever wondered how your credit score compares to the rest of the country? Take a look and see. Your Cash Flow Statement. Have A Question About This Topic?

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Estate | Mark Teague CFP®, ChFC®, CLU®, AAMS®

http://www.cfphickory.com/resource-center/estate

231 13th Avenue Place NW. Hickory, NC 28601. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place.

4

Resource Center | Mark Teague CFP®, ChFC®, CLU®, AAMS®

http://www.cfphickory.com/resource-center

231 13th Avenue Place NW. Hickory, NC 28601. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle | Mark Teague CFP®, ChFC®, CLU®, AAMS®

http://www.cfphickory.com/resource-center/lifestyle

231 13th Avenue Place NW. Hickory, NC 28601. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Suddenly Single: 3 Steps to Take Now. Here are 3 steps to take right now that may make a difference if you find yourself suddenly single. Healthy Body, Healthy Pocketbook.

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Home | Mark Teague CFP®, ChFC®, CLU®, AAMS®

520 8th St. N.E. Hickory, NC 28601. The Latte Lie and Other Myths. Do you know these three personal finance sayings? It Was the Best of Times, It Was the Worst of Times. All about how missing the best market days (or the worst! Might affect your portfolio. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. When Special Care Is Needed: The Special Needs Trust. Welcome to Capital Financial Planning! Should You Ever Retire?

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