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  • New College Grad With a New Job?

    Here’s a tip to save on your taxes!

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    New College Grad with a New Job? Here's a Tip to Save on Taxes
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    Be very careful…

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    Planning to "Borrow" from Your IRA? Be Very Careful...
  • Have you protected your largest asset?

    (It might not be what you think)

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    What is your largest asset? (It might not be what you think.)
  • What You Can Learn About Running Your Business...

    … from Bob Vila and ‘This Old House’

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    What You Can Learn About Running Your Business from Bob Vila and 'This Old House'
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Learning Center

Financial Planning Tools, Information & Resources to Help You Make Better Decisions

Welcome to the Abiding Wealth Advisors Learning Center! We are true believers in the power of education: The more you know about your money and financial planning concepts, the better your financial decisions will be, and the more likely it is you’ll follow through on the things you need to do to achieve your goals.

To help you learn and apply the concepts to your own unique situation, we’ve collected many of the financial planning tools, information and resources throughout our site here, to make it easy for you to find what you’re looking for.

We’ve also written some pieces ourselves to answer questions sent by others like you– choose the topic in the sidebar on this page to see our posts on each subject.

For more information from outside sources on any particular topic, go to the main menu for our site, visit the page for that topic and check out the Tools and Resources section at the bottom of the page– there are lots of good articles and videos to check out that will help you learn more.

If you have any questions about the financial planning tools and information here or about your finances, or if there’s something you’re confused about that we could clarify for you and others like you, please contact us and let us know.

We want this to be as helpful to you as possible, so if you’ll send us your questions, we’ll try to give you some answers.

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Charlotte Investment Management

Value is what you get

July 13, 2020
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Charlotte Investment Advisors

Meeting Your Needs

November 4, 2019
https://abidingwealthadvisors.com/wp-content/uploads/2015/10/Investment-Management.png 435 1500 Shane Snively https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Shane Snively2019-11-04 13:01:432022-01-05 14:09:02Meeting Your Needs
Tax Savings Tip for New College Graduates

Here’s a Tax Planning and Savings Tip for New College Graduates

July 27, 2016
…
https://abidingwealthadvisors.com/wp-content/uploads/2016/07/New-Grad-with-a-New-Job.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2016-07-27 15:11:072022-01-05 14:06:59Here’s a Tax Planning and Savings Tip for New College Graduates
Borrowing from Your IRA? Be Very Careful...

Thinking About Borrowing from Your IRA? Be Very Careful…

July 20, 2016
…
https://abidingwealthadvisors.com/wp-content/uploads/2016/07/Borrowing-From-Your-IRA.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2016-07-20 22:05:342022-01-05 13:27:14Thinking About Borrowing from Your IRA? Be Very Careful…
Strategic Planning | Abiding Wealth Advisors

Tell Your Story

June 6, 2016
https://abidingwealthadvisors.com/wp-content/uploads/2016/06/Jared-Nichols.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2016-06-06 14:59:532022-06-20 15:44:35Tell Your Story
Financial planner in Charlotte

What Is Your Largest Asset? (It Might Not Be What You Think)

October 21, 2015
https://abidingwealthadvisors.com/wp-content/uploads/2015/10/What-is-your-largest-asset.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2015-10-21 13:09:152022-01-05 13:49:30What Is Your Largest Asset? (It Might Not Be What You Think)
Charlotte Business Management Consultant Recommends SWOT Analysis

SWOT Analysis

January 27, 2015
…
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Charlotte Business Planning

What You Can Learn About Running Your Business from Bob Vila & ‘This Old House’

November 14, 2014
…
https://abidingwealthadvisors.com/wp-content/uploads/2016/11/What-you-can-learn-about-Charlotte-business-planning-from-Bob-Vila-and-This-Old-House.jpg 484 1000 Abiding Wealth Advisors https://abidingwealthadvisors.com/wp-content/uploads/2016/03/Abiding-Wealth-Advisors-logo4-e1606235469425.png Abiding Wealth Advisors2014-11-14 13:26:292022-01-05 14:07:05What You Can Learn About Running Your Business from Bob Vila & ‘This Old House’

Tools & Resources

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Recent Posts

  • Charlotte Investment ManagementValue is what you getJuly 13, 2020 - 11:39 am
  • Charlotte Investment AdvisorsMeeting Your NeedsNovember 4, 2019 - 1:01 pm
  • Tax Savings Tip for New College GraduatesHere’s a Tax Planning and Savings Tip for New College GraduatesJuly 27, 2016 - 3:11 pm
  • Borrowing from Your IRA? Be Very Careful...Thinking About Borrowing from Your IRA? Be Very Careful…July 20, 2016 - 10:05 pm
  • Strategic Planning | Abiding Wealth AdvisorsTell Your StoryJune 6, 2016 - 2:59 pm

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OSJ Charlotte Office (HQ)

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Charlotte, NC 28277
Phone 1.800.818.0301
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Securities and Investment Advisory Services Offered Through Crown Capital Securities, LP, 725 Town & Country Rd., Ste. 530, Orange, CA 92868. Member, FINRA/SIPC. Check the background of our investment professionals and Crown Capital on FINRA Broker Check.

Disclaimer: The information provided on this site is general information for educational purposes only. The accuracy of information from third-party sources referenced on or linked to from this site is the responsibility of those sources. For actionable investment or financial advice applicable to your specific situation, please contact us to request a free consultation.

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