VIP Articles
Trim Your Future Tax Bill by Thinking Ahead
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your tax savings – could be more than worth the effort. Consider adding one or…
Read MoreHelping You Plan Today For The Tomorrow You Envision
Longevity is here to stay. But it’s quality – not just quantity – of life that truly matters. Fortunately, we’re here to help you with both. According to the World Health Organization, global average life expectancy has risen by more than six years in the past two decades. That’s why it’s more important than ever…
Read More“Retirement Rules”: Why You Shouldn’t Wait to Start Living the Life You Deserve
If you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of those things -NOW- and still have money to plan comfortably for the future you desire?…
Read MoreREAP A REWARDING RETIREMENT
Creating a Clear Vision for the Future How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish, places you want to go and people you…
Read More3 Questions When Choosing A Financial Advisor
There are more than 60 colleges and universities in my home state of South Carolina, ranging from large state schools to small private colleges. Each institution offers its own unique culture, curriculum, and opportunities. But how could you possibly pick one? You do research, you ask questions, and you discover the right for you. When…
Read MoreThree Simple Steps For Sound Financial Planning
They never send good news by mail. Have you ever seen someone get the interoffice envelope from corporate? You know, the one where they announce layoffs or early retirement packages. It can come out of the blue and bring with it a tremendous amount of uncertainty. We’ve received the call dozens of times with the…
Read MoreDon't Let Your Boomerang Kid Steal Your Retirement
“Son, I love you, but you can’t come home right now.” It was raining and I was devastated. Little did I know that as I stood there at the convenience store pay phone, my mom was teaching me a lesson I would never forget. About three weeks into my first semester at Catawba College, I was miserable and…
Read MoreWhy Not Now: How to Stop Settling and Start Living Your Signature Life
It was another cold morning in December. I drove down Irby Street on my way to work at a local middle school, for what must’ve been the 80th time. This time though, something was different. As I passed by Roses department store, I realized I could probably make as much money stocking shelves as I did shaping young minds in…
Read MoreWhat’s the Worst that Could Happen?
4 Stories of Financial Planning Pitfalls: What’s the Worst that Could Happen? In my planning practice, I often find that’s a question people simply do not give enough consideration. When it comes to your plans for the financial future, what -is- the worst that could happen? Well, here are just a few examples… Situation 1: College…
Read MoreWhat To Do In Uncertain Times – A Lesson From The Silver Screen
Lately, the stock market’s been the most turbulent in recent memory. For many investors, especially those with stock-heavy accounts, the market’s movements have felt like being on a seesaw with a bigger kid on the other side – they’re being tossed around with seemingly very little control over their own circumstances. Without a doubt, this…
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