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Blog

man using a laptop
Teran Wilkins | Oct 22, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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An exit sign in a modern office building
Teran Wilkins | Oct 20, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Teran Wilkins | Oct 18, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Teran Wilkins | Oct 15, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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side view of a car
Teran Wilkins | Oct 13, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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colleagues gathered around talking
Teran Wilkins | Oct 11, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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stock image
Teran Wilkins | Oct 8, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Man with glasses leaning against a wall
Teran Wilkins | Oct 6, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Teran Wilkins | Oct 4, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Businesswoman looking at her phone
Teran Wilkins | Oct 1, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Money Management 101: Tips for Your Kids Entering the Workforce
H & M Financial Group, LLC | Jul 1, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Finance
Savings
Family
Young Adult
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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The Basics of Keeping a Balanced Investment Portfolio
H & M Financial Group, LLC | Jun 1, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Office

8309 Six Forks Road
Suite 107
Raleigh NC 27615

 

8326 NC-56 Hwy
Suite 100
Louisburg, NC 27549

919-496-3911

Contact Info

E: teran.wilkins@lpl.com
P: 919-870-1818
F: 919-870-1812

Get in Touch

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: of: NC, FL, GA, IN, LA, NY, PA, SC, TX, VA

Fee-based advisory services are available only to residents of: LA, NC, TX
We are licensed to sell insurance products in the following states of: NC, FL, VA

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