How To Split Your Assets Without Dividing Your Family
Estate planning comes with many challenges, chief among them being the division of your assets among multiple heirs. Many parents believe that their...
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 Split Your Assets Without Dividing Your Family
Estate planning comes with many challenges, chief among them being the division of your assets among multiple heirs. Many parents believe that their...
Spring 2021: A Course on Advanced Retirement Issues
Please consider attending our upcoming course on Advanced Retirement Issues in Spartanburg, SC at Wofford University. Click here to register. In this course,...
The 4 Secrets To A Happy Retirement
Everyone may have a unique vision for their ideal retirement, but each scenario likely shares a common theme—joy and happiness. You’ve worked so...
What Is An Encore Career (And Why Consider One)?
Retirement is an opportunity to write a new story and carve the next chapter of your life. Ask yourself: What is the...
The Top Social Security and Medicare Changes in 2021
Few programs impact your retirement quite like Social Security and Medicare, making any changes crucial financial planning information. The Social Security Administration...
7 Year-End Financial Tips Every Retiree Should Know
With 2020 rapidly coming to a close (cue the confetti), you might be ready to finish this chapter and start anew. But...
How To Maintain Charitable Giving In A Pandemic
It’s no secret that the coronavirus pandemic has upended nearly every aspect of our lives. The imposing economic and health crisis has...
How (and Why) To Minimize Debt In Retirement
Debt plagues many Americans, and retirees aren’t immune. NerdWallet’s annual analysis discovered that the average debt per household in the US climbed...
How To Find The Right Part D Plan For You
It’s no secret that prescription drugs are expensive and that the United States incurs some of the largest pharmaceutical spending in the...
Is A Medicare Advantage Plan Right For You?
Original Medicare won’t cover all of your medical expenses. AARP estimates that nearly 90% of beneficiaries enroll in some type of supplemental...
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.