As Greenville, SC financial advisors, we believe in helping you achieve the retirement you’ve always wanted. That’s why we want to be a resource to you and your family when you’re looking for information about retirement, wealth management, life insurance, or income planning. Read the articles below for more information.

Target Your Retirement
Target Your Retirement is an interactive program that helps near retirees develop a reasonable plan for maintaining their standard of living in retirement. With user inputs, the program calculates an income target and estimates how close the user is to hitting it. Target then lets users adjust three powerful levers – controlling spending, working longer, and tapping home equity – to help meet their goal.
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Curious Behaviors That Can Ruin Your Retirement
Curious Behaviors That Can Ruin Your Retirement is an interactive program on behavioral impediments to retirement planning. A host leads users through exercises designed to create an "Aha!" moment as they relate to the behaviors. The host then explains how the behavior can hinder retirement planning and how to cope with it.
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CNN Money.com by George Fossing
The Fearless Retiree
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Fortune.com by George Fossing
What Your CPA Doesn’t Know About Retirement
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Ed Slott
5 Best Arguments for Life Insurance
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Education
6 Critical Social Security Facts Retirees Must Know
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Ed Slott & Company, LLC
Calculating Net Unrealized Appreciation in 5 Easy Steps
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Ed Slott & Company, LLC
Calculating Your RMD in 5 Easy Steps
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Ed Slott & Company, LLC
Choosing the Right Financial Advisor in 5 Easy Steps
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Ed Slott & Company, LLC
Choosing the Right Tax Professional in 5 Easy Steps
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Ed Slott & Company, LLC
Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps
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Ed Slott & Company, LLC
Fixing a Missed RMD in 5 Easy Steps
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Ed Slott & Company, LLC
Planning for Multiple Beneficiaries in 5 Easy Steps
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Ed Slott & Company, LLC
To Convert or NOT to Convert in 5 Easy Steps
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Ed Slott & Company, LLC
Understanding Social Security Benefits in Retirement
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Ed Slott & Company, LLC
Using a Tax Refund to Fund an IRA in 5 Easy Steps
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Education
Women & Investing – A Financial Guidebook for Women
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