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USA Today: Advisory firm empowers female investors with wealth-boosting knowledge

Let’s start with the facts: Women in the U.S. live on average five years longer than men, according to the World Bank. Moreover, according to the American Psychological Association, about 40% to 50% of married couples in the U.S. eventually divorce. And, according to a 2019 analysis by the Pew Research Center, U.S. has the world’s highest rate of children living in single parent households at 23%.

All of this goes to show that personal financial planning and investing should be — and often already are — priorities for women and men alike.

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The Pilot: Success in Business Succession

A business starts with a skill, a dream, and a whole lot of hard work and sacrifice. Add some luck (some might say) and it flourishes, supporting the families of its owners and employees while making a difference in the lives of its clients, customers, and community. Thus, selling that business can be hard.

“Most business owners have no idea how emotionally fraught the process can be,” says Greg James, CFP®, a partner at Parsec Financial. “Clients approach us with a wide range of feelings, from excitement to fear and reluctance, but they all want to know what their business might be worth and if they’ll be able to retire comfortably after the sale. Understandably, it’s difficult for a business owner to look at the value of his or her company through an objective lens. That’s where we come in.”

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2019 Parsec Prize Recipients Receive $180,000

Fittingly on December 9th, Parsec Financial leadership and members from non-profit organizations across North Carolina gathered for the “9 in 2019” Parsec Prize celebration, which awarded $180,000 in grants to this year’s nine winners:

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