News and Resources

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

  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…
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How To Estimate Your Tax Bill In Retirement

  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.…
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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…
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The 4 Secrets To A Happy Retirement

  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…
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What Is An Encore Career (And Why Consider One)?

  News
  Retirement Planning
Retirement is an opportunity to write a new story and carve the next chapter of your life. Ask yourself: What is the dominant theme in your narrative?  How can you continue to grow and develop?  How do you want the next couple of decades of your life to unfold? These are prominent questions, ones that…
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The Top Social Security and Medicare Changes in 2021

  News
  Medicare, Retirement Planning,
Few programs impact your retirement quite like Social Security and Medicare, making any changes crucial financial planning information. The Social Security Administration (SSA) recently communicated updates and expectations for beneficiaries heading into 2021. Today, our team will outline the top changes that could influence your plan.  Beneficiaries can expect a raise. Most retirement income channels…
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