News and Resources

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 to spur a considerable tax bill. Gift giving can be unexpectedly complex, with several essential rules you’ll want to know before buying that next “big” present.  Let’s break down what…
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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 spark of opportunity?  Your risk profile is critical for building a long-term investment strategy that helps you reach your goals, even with unsteady market activity. In this article, we provide…
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Bland Burhardt

Fall 2022: 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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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 thinking about your grandchild’s future.  Here are 3 easy ways to give your grandkids the gift of education.  1. Cash Gifts The most straightforward way to fund your grandchild’s education…
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How Retirees Can Use I Bonds To Protect Against Inflation

You can’t turn on the news or go online without seeing the word “Inflation” plastered across headlines. Due to several external factors like the war in Ukraine, ongoing complications with COVID-19, supply chain issues, and more, the inflation rate is reaching historic 40-year highs. As inflation continues creeping up, the purchasing power of your hard-earned…
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