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What Insurance Do You Need As A Retiree? (And The Policies You Can Drop)

June 1, 2021

Risk management is an essential component of your retirement plan. In retirement, you want to properly protect the assets that you’ve worked so hard to secure. Insurance is an important strategy for preserving your savings and protecting your wealth. From homeowners insurance to medical insurance and everything in between, insurance can help you to weather…

What’s an Annuity and Does it Fit Into Your Retirement Plan?

May 14, 2021

News

Annuity, Retirement Planning

Cash flow planning is often a significant challenge for many families throughout their careers and into retirement, and many retirees are understandably concerned about running out of money in their golden years. This leaves some retirees turning to annuities, which provide a fixed income stream for life. While annuities sound attractive on their face, no…

5 Simple Ways Retirees Can Invest Better Today

May 1, 2021

News

goal setting, Retirement Planning, Tax Planning

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…

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

April 15, 2021

News

estate planning, probate

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…

How To Estimate Your Tax Bill In Retirement

April 7, 2021

News

Retirement Planning, taxes

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.…

4 Reasons Your Retirement Plan Benefits From A Fee-Only Advisor

March 15, 2021

News

financial planning

A fee-only advisor can help you manage your assets and plan for retirement. While no individual or firm is free of bias, fee-only advisors seek to limit and disclose potential conflicts and have a legal obligation to put their beneficiary’s needs above their own, otherwise known as a fiduciary duty. This means that you can…

Will Your Expenses Rise In Retirement?

March 1, 2021

News

Cash flow planning, lifestyle planning, Retirement Planning

Many retirees think that they’ll spend less in their golden years, but that’s often far from true. Retirement expenses like travel, healthcare, inflation, and taxes can all increase your monthly spending and wreak havoc on your budget. Without proper planning, you might end up spending more money than you should, which is why it’s…

How To Split Your Assets Without Dividing Your Family

February 15, 2021

News

estate planning, goal setting, legacy

Estate planning comes with many challenges, chief among them being the division of your assets among multiple heirs. Many parents believe that their kids will be able to apply reason and rationality throughout this process but when it comes to love, death, and money, sensibility tends to fly out the window. It’s critical to have…

Spring 2021: A Course on Advanced Retirement Issues

February 5, 2021

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…

The 4 Secrets To A Happy Retirement

February 1, 2021

News

Retirement Planning

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…

News and Resources

What Insurance Do You Need As A Retiree? (And The Policies You Can Drop)

What’s an Annuity and Does it Fit Into Your Retirement Plan?

5 Simple Ways Retirees Can Invest Better Today

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

How To Estimate Your Tax Bill In Retirement

4 Reasons Your Retirement Plan Benefits From A Fee-Only Advisor

Will Your Expenses Rise In Retirement?

How To Split Your Assets Without Dividing Your Family

Spring 2021: A Course on Advanced Retirement Issues

The 4 Secrets To A Happy Retirement

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