If you’re retired or soon to be retired, now is the time to engage a firm that specializes in retirement planning and wealth management. Although our ideal client relationship begins in the years leading up to retirement, we can be of service at any stage of life. Contact us today to start the conversation.
How to Know If You’re Getting the Most Out of Your Employee Benefits Package
There’s so much more to your employee benefits package than salary alone. Health insurance, retirement accounts, wellness packages, and continuing education opportunities...
How to Create a Retirement Lifestyle Plan That You and Your Spouse Will Love
Transitioning into retirement can be difficult for many couples, especially if they haven’t prepped and planned. More than 80% of couples disagree...
What To Do When Your Spouse Isn’t Ready To Retire (But You Are)
If you’re married and retiring soon, you may face the predicament: what if your spouse isn’t ready to retire- but you are?...
Retirement Taxation: What does a potential 2025 Sunset mean for me?
The 2018 Tax Cut and Jobs Act (TJCA) made significant changes to both the individual and corporate tax code. While the corporate...
Fall 2023: Retirement Wealth Management Course
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens...
How To Let Your Employer Know You’re Retiring
Are you getting ready to retire? If you are, you’re likely already preparing for this significant transition in several ways. One step in...
If You Die Without A Will, What Happens To Your Estate?
We all have worries about the future that cross our minds occasionally. Have you ever thought about what may happen in the...
What is Asset Location? (And How It Can Help You)
Saving for retirement is a long-term financial goal. Ensuring the health of your retirement income will depend on a sound savings strategy. Asset...
The Type Of Taxes You’ll Owe When You Sell Your House
Whether you’re thinking of selling your home or it recently sold, you may wonder how it will affect your taxes. Understanding a few...
What’s the Net Investment Income Tax and How Can Retirees Manage it?
Tax season is upon us- do you know what your taxes will look like this year? Knowing what surtaxes may apply to...
When you’re looking for a retirement planner, it may seem like every firm is the same. How do you know which one is right for you? There’s not a single thing that makes us different from other wealth management firms in Greenville, SC. There are six.
