News and Resources

5 Simple Ways Retirees Can Invest Better Today

Properly managing your investments in retirement is crucial for ensuring your overall financial health. Managing retirement investments can help you to preserve your assets, minimize your tax burden, ensure that you have enough income to cover retirement expenses, and preserve your wealth for future generations.  Managing your retirement investments also means taking your retirement goals…
Read More

What’s Probate and Why Would You Want to Avoid It?

  News
  ,
When it comes to estate planning, every detail matters.  Each estate plan is full of nuances that can have an immense impact on your family and loved ones. Probate essentially authenticates your will and ensures that everything goes to the right people. In many cases, it’s possible to avoid probate by introducing the right estate…
Read More

How To Estimate Your Tax Bill In Retirement

  News
  ,
Everything changes in retirement—including how you pay taxes. Many new retirees are surprised by how high their tax bill can be. To avoid any unwelcome surprises come tax time, proactive tax planning is a critical component of retirement planning. Luckily, it’s possible to accurately estimate your tax bill beforehand, making it easier to plan accordingly.…
Read More
Spring 2021: A Course on Advanced Retirement Issues

Spring 2021: A Course on Advanced Retirement Issues

  Courses, News
Please consider attending our upcoming course on Advanced Retirement Issues in Spartanburg, SC at Wofford University. Click here to register. 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…
Read More

The 4 Secrets To A Happy Retirement

  News
 
Everyone may have a unique vision for their ideal retirement, but each scenario likely shares a common theme—joy and happiness.  You’ve worked so hard to save and plan for this new phase of your life, so how can you make the most of it? While your finances play a role, they are far from the…
Read More