News & Resources
2024 Important Numbers
The document “2024 Important Numbers” serves as a comprehensive reference guide summarizing key U.S. federal tax rates, deductions, and contribution limits for the 2024 tax
Your Medicare Open Enrollment Checklist
Medicare is one of the best ways for people to receive healthcare coverage in retirement. Medicare is typically divided into several different parts, including: Part
How to Know If You’re Getting the Most Out of Your Employee Benefits Package
There’s so much more to your employee benefits package than salary alone. Health insurance, retirement accounts, wellness packages, and continuing education opportunities are high-value benefits
How to Create a Retirement Lifestyle Plan That You and Your Spouse Will Love
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
What To Do When Your Spouse Isn’t Ready To Retire (But You Are)
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
Fall 2023: Retirement Wealth Management Course
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
How To Let Your Employer Know You’re Retiring
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
If You Die Without A Will, What Happens To Your Estate?
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
What is Asset Location? (And How It Can Help You)
Saving for retirement is a long-term financial goal. Ensuring the health of your retirement income will depend on a sound savings strategy. Asset location is
The Type Of Taxes You’ll Owe When You Sell Your House
Whether you’re thinking of selling your home or it recently sold, you may wonder how it will affect your taxes. Understanding a few key things
Search
Recent Posts
2024 Important Numbers
Your Medicare Open Enrollment Checklist
How to Know If You’re Getting the Most Out of Your Employee Benefits Package
Categories
Categories
Ready for a Personalized Retirement Strategy?
We’d love to talk. If you have questions and would like to begin the conversation, please complete the form below.
We value your privacy. Your information is confidential, and submitting this form simply allows us to connect with you to discuss your inquiry further.
Explore Other Resources
Ready for a Balanced Investment Plan?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Pellentesque vel nisi enim.
Donec id tellus ut lectus interdum sagittis. Curabitur nec ex ut mi auctor finibus.