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Retirement

Helpful Retirement Strategies for Women
Introducing the 530A Accounts
Retirement Realities
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women

Investment

Estimating the Cost of College
How Stocks Work
Pullbacks, Corrections, and Bear Markets
How to Invest in LGBTQ+ Friendly Companies
The Pros and Cons of an NUA Strategy
The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft

Insurance

The Value of Insuring Against Life’s Risks
Dog Bites Neighbor. Now What?
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Understanding Extended Care

Tax

How Income Taxes Work
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
What Is a 1035 Exchange?

Money

U.S. Personal Savings Rate
The Lowdown on Those Free Credit Scores
Making a Charitable Contribution
Saving Early & Letting Time Work for You
The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar

Lifestyle

Retiring Wild: National Parks and You
Financial Aid for Students 101
Personal Finance Tips for Military Families
Pickleball in Retirement
A Path to Serenity and Smart Money Choices
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

Contact

Office: 919-887-2828

Fax: 919-887-2829

5513 Cressage Court

Raleigh, NC 27613

Series 7, NASAA Series 63 and 65 Securities Licenses

cmoore@cityofoakswealth.com

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