News and Resources

Fall 2018 Retirement Wealth Management Course

Spring 2020: 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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How To Tell If A Pension Buyout Is Right For You

  News
Pensions encompass a large portion of current retiree’s financial plans. Though once a popular vehicle for attracting and retaining employees, defined benefit plans have been on the decline for many years.  With pension plans running up a big deficit on many companies’ books, some have started offering employees pension buyout options. With a pension buyout,…
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What Options Do You Have For Taking Your Pension?

  News
A pension can be an integral source of income in retirement. But there are many different ways to collect your benefit. How you receive that money can set the tone for your financial stability in your golden years.  When it comes time to retire, you will need to select how you would like to receive…
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The Power Of Your Pension: Your Top Questions, Answered

  News
Pension plans are likely to be on the endangered species list as a retirement savings vehicle. With fewer companies offering such plans and current companies cutting back or eliminating pensions altogether, it is important that you have a clear idea for the role your pension could play in your retirement saving strategy.  For many pre-retirees,…
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Why Its Important To Stay Active In Retirement (And How To Do It)

  News
There are many misconceptions about retirement. One of the main ones being that you are going to be happy and content simply relaxing for the rest of your life. For many people, retirement lasts the better part of 25 to 30 years. That is quite a long time to sit relaxing on a beach somewhere. …
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How Married Couples Can Make The Most of Social Security

  News
Social Security is an important piece of your retirement income. With an estimated 63 million people taking advantage of the system and its dollars supplementing about 40% of retirees’ income, Social Security has a significant impact on your retirement plan, lifestyle and cash flow. Making the most of your benefits is a task that requires…
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The SECURE Act of 2019

The SECURE Act of 2019

  News, Resources
On December 20, 2019, the new SECURE Act was signed into law by President Trump. SECURE is an acronym for “Setting Every Community Up for retirement Enhancement.” The SECURE Act contains over six hundred pages and has 29 major provisions. Most of these provisions affect company-sponsored retirement plans (e.g. pensions, profit-sharing plans, etc.). However, in…
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How To Spend Money During The Holidays (With Intention)

  News
 
If you are anything like me, you will find it super easy to spend money during the holidays. With gifts for family, friends, and loved ones, it may seem like your credit card never takes a break. But it is important to take a step back to ensure your own financial security when the temptation…
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QCD Blog

Why QCDs Are The Best Donation Strategy In Retirement

  News
  ,
Charitable giving is an important component of many people’s lives. The 2018 Tax Cuts and Jobs Act changed the way many people approach their giving strategy. With the standard deduction doubling to $12,000 for single filers and $24,000 for married filers, many families were unable to itemize their deductions, leaving avid donors looking for a…
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