Year: 2019

Why Your Estate Planning Matters As A Retiree

  News
  estate planning
A legacy means something different to each person you ask. It can come in many forms: a family home, a precious jewel, a secret dinner recipe, a story.  Today more than ever people are interested in their family histories. With increased sales for DNA analysis and ancestry reports, people are voyaging through time to meet…
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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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Volunteer in Retirement

The Best Volunteer Opportunities in Greenville, SC

  News
  volunteer work
Everyone wants to make their home a better place to live. Volunteering allows you to offer your time, attention, resources, and services to organizations and people who need it most. People volunteer for a myriad of reasons, but it is especially important to many retirees due to the sense of purpose, fulfillment, belonging, and the…
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Education in Retirement

How To Continue Your Education In Retirement

  News
  education, retirement
According to the National Center for Education Statistics, in 2018, 7.6 million students attending colleges and universities were over the age of 25. This number goes to show the prevalence of non-traditional college paths. With so many people attending college later in life, why shouldn’t you take up a course or two in retirement? Continuing…
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tax planning blog

Tax Planning vs. Tax Preparation, What Is The Difference?

  News
  taxes
Welcome to tax time, where people scour each line of their return looking for potential savings and frantically rush to submit their forms to the IRS by April 15. When people think about doing their taxes, they often only think of tax preparation. But your tax strategy does not have to be limited to once…
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Vanguard's Alpha and Morningstar's Gamma

A Brief Discussion of Vanguard’s Alpha and Morningstar’s Gamma

  Resources
This paper was written for educational purposes only. It must not be construed as the rendering of investment, tax, retirement, estate or risk planning advice. Please do not take action on anything that you read in any of our whitepapers, or anything that is mentioned in our classes, before first discussing it with your investment,…
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