Month: June 2019

Spring 2021: A Course on Advanced Retirement Issues

Fall 2019: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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Do You Still Need Emergency Savings In Retirement?

  News
According to a 2018 Bankrate.com survey, 55 million Americans said they had nothing saved in an emergency fund. That means that one accidental fall, one company reorganization, or one burst pipe could send nearly a quarter of the population into financial trouble. This is a startling statistic and one that highlights the importance of an…
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