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…

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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…

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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…

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“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…

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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…

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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…

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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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One of the few things harder than staying in a bad relationship… is ending one. Whether it’s a business relationship or a personal one, it’s never easy to move on in a different direction, regardless of which side you might find yourself in the aftermath of a breakup. No one begins a relationship of any…

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It’s not about the market, it’s about your goals. I’m going to be honest with you: Even after 17 years in the financial services industry, I do not spend my day staring at a computer watching what the S&P 500 is doing (but I have a partner who does). Frankly, most days I couldn’t care less…

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