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
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
Unexpected long-term care needs can be financially, physically, and emotionally draining. 70% of people aged 65 and older will need some type of long-term care
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
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
Did you know that 31% of retirees struggle with a lack of purpose? Purpose is the inner excitement that lights you up, affecting nearly every
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
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
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
Medicare open enrollment is from October 15th to December 7th. So if you need to make any changes to your coverage, now is the time
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