Month: July 2018

Spring 2021: A Course on Advanced Retirement Issues

Fall 2018: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. Course Description: In this course, we will discuss dozens of retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that can produce retirement income and growth. Tax ideas include ways to reduce taxes on distributions…
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Setting New Goals as a Retiree

Setting New Goals as a Retiree

  News
  financial planning, goals, retirement
Entering retirement can be a daunting time. If you’re like the majority of Americans, you’ve spent your entire life up until this point working toward a set of goals that revolved around your career. You’ve worked for promotions, bonuses, and pay increases. You’ve scheduled your family time around your work calendar, and your days have…
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