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W is for Women are Increasingly Primary Earners, but Not Financially Confident.

More than half of women (53%) surveyed recently are the primary breadwinners in their households, yet only 20% consider themselves “very well prepared” with their financial decision making.1 Nearly one-third of those surveyed said they earn more than their spouse as a direct result of the rocky economy. Among male breadwinners, 45% consider themselves “very [...]

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AZ Asks Advisor Views How to Keep Emotions in Check When Making Investment Decisions.

A feature from Ann Zuraw, Compass Financial Partners. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience. Keep Emotions in Check When Making Investment Decisions The continuing sluggish economy has pushed some investors’ emotions to the extreme. Deciding what to do with your investments [...]

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AZ Asks Theodora Vaporis: When and at what age should you start thinking about estate planning?

  Theodora Vaporis has been an attorney for twenty-two years. For the past ten years she has practiced with the Greensboro firm of Rossabi Black Slaughter, P.A., a multi-specialty law firm where she specializes in Estate Planning, Estate Administration, Estate Litigation and Guardianship Law. Theodora is licensed to practice in North Carolina, California, Washington, D.C. [...]

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AZ Asks: Joyce Ann Starks about Redirecting Children’s Behavior.

Joyce Ann Starks, Certified RCB Parent Instructor, INCAF. Her background reflects varied interests and talents:  BA in French; grant writer and costume designer for a non-profit theatre company; corporate trainer for a national restaurant chain; aerobics instructor; administrative assistant at the World Health Organization in Geneva, Switzerland for seven years; certified Montessori teacher; and co-owner [...]

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AZ Asks: Patty Aiken about Home Instead Senior Care.

  Patty is a native of Greensboro, married to Lee Aiken.  After graduating from Meredith College with a BS in Business Administration, she worked for Potpourri Press for 18 years and was their VP and General Manager when the company was sold in 1996.  She, then, went to Romac Financial Services as the VP of [...]

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AZ Asks: Abbey Donnelly to tell us how Networking Works.

      Abby Donnelly is a partner and Executive Coach with Training & Development Solutions (TDS), a Sandler Training® franchise servicing the Triad. They are experts at improving sales and leadership performance. Abby has worked with hundreds of clients ranging from Fortune 500 to boutique professional firms. Her greatest strength is as a Trusted Advisor [...]

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AZ Asks Advisor Views about Investment Risk

  A feature from Ann Zuraw, Compass Financial Partners. Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment experience. The Power of Passive for You – Investment Risk — There’s No Escaping It!   Looking for an investment without any risk? Stop looking. You won’t [...]

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AZ Asks Greg Herman-Giddens: How can your potential inheritance be protected?

Greg Herman-Giddens is an attorney and president of TrustCounsel in Chapel Hill, NC. He has been practicing law for 23 years. His areas of expertise are estate planning, probate trust administration, asset protection and taxation. He is a Board Certified Specialist in Estate Planning and Probate Law as well as a Certified Financial Planner. Greg obtained [...]

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AZ Asks Ida Independent: What’s in your purse?

    AZ Asks:  It has almost been two years since the last time we spoke. At that point, you whole life had been turned upside down and you were going through a divorce. So tell me, what’s in your purse that reflects where you are in life right now?     Ida:  Here let [...]

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AZ Asks Renee Sorrell: What documents are important?

  Renee Sorrell is the Accounts Service Manager at Compass Financial Partners, LLC and is responsible for processing new business as well as handling client service needs for all or our LPL & direct business accounts. Renee has spent over 10 years in the Financial Services industry. She spent 8 years as an Operations Specialist [...]

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