News

How to Create a Retirement Lifestyle Plan That You and Your Spouse Will Love

  News
  Fianncial Life Planning, financial planning, Retirement Lifestyle Plan, Retirement Lifestyle Planning, Retirement Planning, Retirement Planning for Couples
Transitioning into retirement can be difficult for many couples, especially if they haven’t prepped and planned. More than 80% of couples disagree on at least one significant aspect of retirement planning. That’s why couples must create a well-thought-out retirement lifestyle plan together. Let’s look at creating a retirement lifestyle plan you and your spouse will…
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What To Do When Your Spouse Isn’t Ready To Retire (But You Are)

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If you’re married and retiring soon, you may face the predicament: what if your spouse isn’t ready to retire- but you are? You’ve already made innumerable decisions together, and this is one more you’ll need to tackle, should that be the case.  Here we’ll look at why planning for this scenario is essential, how to…
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Bland Burhardt

Fall 2023: Retirement Wealth Management Course

  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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How To Let Your Employer Know You’re Retiring

  News
Are you getting ready to retire? If you are, you’re likely already preparing for this significant transition in several ways. One step in preparing for this process includes letting your employer know you’re retiring. Here, we’ll look at how to do so professionally and some key details you won’t want to miss throughout the process.…
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If You Die Without A Will, What Happens To Your Estate?

  News
We all have worries about the future that cross our minds occasionally. Have you ever thought about what may happen in the future with your finances if you haven’t gotten your affairs in order? While it can feel far off or daunting to think about creating a will, it’s a valuable document for you and…
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Who Should You Choose as the Executor of Your Estate?

  News
  estate planning, executor, Executor of your estate, financial life planning, Legacy Planning
With heaps of confusing paperwork, fine print, and intense emotions surrounding the will-writing process, it’s no surprise that 67% of Americans don’t have an estate plan.  However, putting off these vital estate decisions can cause severe problems in the long run, both for you and your loved ones.  Your estate consists of everything you own:…
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Bland Burhardt

Furman, Spring 2023: 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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