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    • What Is Socially Responsible Investing?
    • A Tiered Investment Strategy
    • Saving for College with a 529 Plan
    • Handling Market Volatility
    • The Sandwich Generation: Caught in the Middle
    • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
    • Digital Deception: Watch Out for Cybercrime
    • Should You Pay Off Debt or Save for Retirement?
    • Should You Sell When the Market Drops?
    • 3 Potential Benefits of Dollar-Cost Averaging
    • The Basics of Social Security Retirement Benefits
    • Financial Planning: Helping You See the Big Picture
    • Stocks and Stock Mutual Funds 101
    • Bonds and Bond Mutual Funds 101
    • The Pros and Cons of a Big Tax Refund
    • Are Your Investment Decisions Influenced by Emotions?
    • 6 Reasons to Work with a Financial Professional
    • Women and Money: Taking Charge of Your Financial Future
    • Putting Together the Retirement Income Puzzle
    • Social Security: When Should You Claim Retirement Benefits?
    • How Sequence of Returns Can Affect Your Retirement Savings
    • Taking a Financial Inventory
    • 3 Factors to Consider When Investing for the Long Term
    • 4 Things To Do in the 4 Years Before College
    • Taking a Closer Look at Target Date Funds
    • The Latte Habit
    • Do You Know Who Your Beneficiaries Are?

Osaic Wealth Form CRS

*Renn Williams, Andrew Blankenship, Charles Anderson, Drennen Williams, and Lindsay Luketic are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor.  Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.

This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, Missouri, Nevada, New York, North Carolina, Oregon, South Carolina, Tennessee, Virginia and Wisconsin.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.   

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck