News & Resources
How To Protect Yourself Against Scammers In Retirement
Scammers steal more than $3 billion from retirees each year. The median retirement savings for all workers is $97,000, according to Annuity. That’s a big
7 Unexpected Things Original Medicare Doesn’t Cover (and How To Plan)
Medicare open enrollment is from October 15th to December 7th. So if you need to make any changes to your coverage, now is the time
3 Smart Ways Retirees Can Avoid the Gift Tax
‘Tis the season for giving! Being generous with your wealth is an impactful way to support what matters most. But you don’t want your generosity
What’s Your Legacy (And How Can Your Estate Plan Support It)?
How do you want others to remember you? A legacy is a heritage passed on from generation to generation, like a spirit of charitable giving.
How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are you see a
Fall 2022: 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
3 Kind Ways To Financially Support Your Grandchild’s Education
One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too early to start
4 Conversations You Need to Have with Your Adult Kids About Your Estate Plan
Less than half of American adults have a will, and even fewer have an estate plan. As the saying goes, “a parent’s job never ends,”
Should You Open a Business in Retirement?
Are you questioning your retirement plans? Not sure if you’re ready to leave the workforce? A new business venture might be just what you’re looking
What’s a Retirement Withdrawal Strategy and Why Do You Need One?
For years, you’ve worked hard and saved diligently for retirement. But, if you’re still worried about running out of money in retirement, you’re in good
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