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Advanced Care Planning Greenville SC

Advanced Care Planning

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“My daughter said that my wife and I need to do some advance care planning. What is she talking about?” Advance Care Planning is the process of making decisions about the care you want to receive should you become incapacitated and be unable to make your own decisions. Advance Care Planning normally includes: Making decisions…
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Retirement Budgeting

The 4% Rule Of Thumb For Retirement Spending

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“In retirement, we want to be fairly certain that our investments will last as long as we do. With that in mind, how much can we safely withdraw from our investments?” Over the past 30 years, most retirement planners have answered this question by explaining the “4% rule of thumb”. The 4% rule of thumb…
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Money for Retirement

Beyond Finances: Adjusting to Life in Retirement

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“Financially speaking, we think we are going to be OK in retirement. However, we are a little worried about adjusting to our new life.” The first questions that most people ask about their retirement have to do with money. For example, someone may ask “how much money will I need in retirement in order to…
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Social Security Mistakes

Social Security Mistakes

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“Social Security income will be important to us in retirement. Therefore, we can’t afford to make any Social Security income mistakes.” Social Security income is often an important part of retiree’s cash flow. Unfortunately, many retirees commonly make Social Security income planning mistakes which reduces their Social Security income. Here are the six Social Security…
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