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Blog

Young professional women in a meeting
Teran Wilkins | Sep 15, 2023

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

Finance

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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Happy elderly couple holding yellow flowers
Teran Wilkins | Sep 13, 2023

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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Senior couple in a meeting with a financial professional
Teran Wilkins | Sep 11, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Grandmother with child
Teran Wilkins | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Teran Wilkins | Sep 6, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Man sitting at a long table in front of a window. He is looking at his phone.
Teran Wilkins | Sep 4, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman writing in a paper planner with a pen
Teran Wilkins | Sep 1, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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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 | Aug 30, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Teran Wilkins | Aug 28, 2023

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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Person writing a list in a notebook
Teran Wilkins | Aug 25, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Woman in a suit holding a piece of paper. She is in an office setting.
Teran Wilkins | Aug 23, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Teran Wilkins | Aug 21, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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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

LPL Financial Form CRS

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