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What Is Low-Cost Investing and Why It’s Important to Your Portfolio

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Low-cost investing can be a great way to diversify and strengthen your portfolio, but it’s wise to understand the basics before you get started. What Makes a Good Portfolio?  Portfolios will vary greatly from person to person, depending on your financial and investment goals. If your portfolio provides the returns you expect at a level…
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The Psychology of Retirement

The Psychology of Retirement

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Last updated January 2023. When we talk about retirement, we often talk about it in terms of saving. That’s not a bad thing, especially considering that most of our working lives we dedicate a significant amount of money to saving for retirement.  But one of the most overlooked factors of retirement is the psychology of…
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Dant Goepper

We are sad to announce the passing of Dant Goepper

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William “Dant” Goepper, age 76, passed away on November 28, 2022. He was originally from Dant, Kentucky and moved to Greenville, SC in 1969. He is survived by his beloved wife, Linda C. Goepper; three children: Lorry Goepper May, William Scott Goepper and Christopher Dant Goepper; seven grandchildren: Justin May, Alex May, Grace Goepper, Will…
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Everything You Need To Know About RMDs

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Most retirement planning focuses on putting money into your account, but at some point, you will need to take that money out. Distributions are an important part of your retirement income strategy, and understanding how to make them work best for you will help you optimize your financial playbook.  One type of distribution you will…
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How To Protect Yourself Against Scammers In Retirement

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Scammers steal more than $3 billion from retirees each year. The median retirement savings for all workers is $97,000, according to Annuity. That’s a big cash incentive for scammers to target.   Use our guide below to prevent yourself from being added to these scammer statistics. Current Scams Targeted Towards Retirees Scammers love to use fear…
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3 Smart Ways Retirees Can Avoid the Gift Tax

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‘Tis the season for giving!  Being generous with your wealth is an impactful way to support what matters most. But you don’t want your generosity to spur a considerable tax bill. Gift giving can be unexpectedly complex, with several essential rules you’ll want to know before buying that next “big” present.  Let’s break down what…
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How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life

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When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are you see a spark of opportunity?  Your risk profile is critical for building a long-term investment strategy that helps you reach your goals, even with unsteady market activity. In this article, we provide…
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