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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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Bland Burhardt

Fall 2022: A Course on Retirement Wealth Management

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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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3 Kind Ways To Financially Support Your Grandchild’s Education

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One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too early to start thinking about your grandchild’s future.  Here are 3 easy ways to give your grandkids the gift of education.  1. Cash Gifts The most straightforward way to fund your grandchild’s education…
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How Retirees Can Use I Bonds To Protect Against Inflation

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You can’t turn on the news or go online without seeing the word “Inflation” plastered across headlines. Due to several external factors like the war in Ukraine, ongoing complications with COVID-19, supply chain issues, and more, the inflation rate is reaching historic 40-year highs. As inflation continues creeping up, the purchasing power of your hard-earned…
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To Work or Not To Work in Retirement, That Is The Question

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A job is about more than an income.  It offers a sense of stability, provides a consistent routine, and helps you develop a personal network. If you’re worried about losing all that in retirement, it’s entirely possible to continue working beyond what you originally planned. In fact, many retirees enjoy staying busy and earning extra…
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3 Easy Ways Retirees Can Simplify Their Financial Lives

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Preparing for retirement feels complex at times, but your financial life in retirement shouldn’t be. The simpler and more streamlined you can make things, the less you have to worry about regularly. But how, exactly, can you tidy things up? Below we have three easy ways to streamline your financial life and reduce stress in…
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