News & Resources
What’s the Net Investment Income Tax and How Can Retirees Manage it?
Tax season is upon us- do you know what your taxes will look like this year? Knowing what surtaxes may apply to your filings this
How to Stick With a Long-Term Financial Plan in an Instant Gratification World
Sticking with a long-term financial plan in a world filled with instant gratification is essential for your financial and emotional health. As they say, slow
Who Should You Choose as the Executor of Your Estate?
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
Furman, Spring 2023: 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
What Does It Mean to “Pre-Fund” Long-Term Care Costs?
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
What Is Low-Cost Investing and Why It’s Important to Your Portfolio
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
The Psychology of Retirement
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
Why Purpose Is The Secret Ingredient For A Wonderful Retirement (And How To Find It)
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
We are sad to announce the passing of Dant Goepper
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
Everything You Need To Know About RMDs
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
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