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7401 Carmel Executive Park Drive Suite 101 Charlotte, NC 28226

(980) 256-3766
b.ozer@magnoliacapitalpartners.com
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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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We help make your financial planning an adventure worth sharing.

<p>What to Look for in Personal Finance Apps</p>

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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<p>Traditional vs. Roth IRA</p>

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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<p>Disability Income</p>

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Personalized Financial Services

Let's build a specialized plan for you.

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Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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