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Debbie Daniels

Trust Administrative Officer

Certified Trust Operations Specialist
Cannon Financial Institute

Stock Transfer and Bond Paying Agent
In the banking industry since 1976
Recent Articles
Woman At Home
Looking at your debt-to-income ratio now can keep you from being ‘house poor’ later

What mortgage payment feels right for you? You can look to your debt-to-income ratio to…

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Senior multi-racial women, best friends, laughing
Elder financial abuse: How to spot it and what to do about it

“The person on the other end of the phone sounds believable and says I owe…

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Family playing with dog on the park
Let’s clarify some common misconceptions about the gifting tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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