News & Resources

Retirees, What You Need To Know About Your Mortgage
Mortgage debt is a topic on the minds of many retirees. A survey by a national mortgage banker, American Financing, found that 44 percent of

Are You Using These Retirement Savings Vehicles?
Saving for retirement is like establishing a good habit — it’s difficult to get started but changes your life for the better each day. Forming

5 Improvements To Make Your House More Retirement-Friendly
What does home mean to you? When you retire, one of the many questions you will need to consider is where you want to live.

Why Your Estate Planning Matters As A Retiree
A legacy means something different to each person you ask. It can come in many forms: a family home, a precious jewel, a secret dinner

6 Budget-Friendly Activities This Summer In Greenville, SC
Every season is wonderful in Greenville, but summer is by far one of the best! Summer is a wonderful time to explore and experience new

Fall 2019: A Course on Retirement Wealth Management
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

Do You Still Need Emergency Savings In Retirement?
According to a 2018 Bankrate.com survey, 55 million Americans said they had nothing saved in an emergency fund. That means that one accidental fall, one

How To Create A Retirement Lifestyle You Love
“I want to paint the way a bird sings.” -Claude Monet There is something we are all meant to do. For Monet, it was the

What Are The Best Housing Options For Retirees In Greenville, SC?
Greenville, South Carolina has been among the most popular retirement spots in the country for many years. Retirees are flocking here for its small-town charm,

The Best Volunteer Opportunities in Greenville, SC
Everyone wants to make their home a better place to live. Volunteering allows you to offer your time, attention, resources, and services to organizations and
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