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On average, Social Security replaces about 40% of pre-retirement income, making it an important part of retirement planning. As financial planners we are often asked how Social Security works, how it is calculated and the type of claiming strategy we recommend. We wanted...

Real estate agents have financial obstacles and opportunities due to the very nature of how they are paid. Uneven cash flow and being self-employed can make saving for retirement difficult. Most realtors don’t have the advantage of a retirement plan sponsored by their employer and...

Many generalizations have been made regarding the differences between millennials and prior generations. As a millennial myself, I think we often get a bad rap when our generation’s tastes and preferences are extrapolated out into sweeping statements designed to be click-bait headlines. How many articles...

You probably are aware that 529 Plans throughout the country help families save for the high cost of college tuition while avoiding taxes on investment gains.  However, the South Carolina 529 plan has even more to love. ...

As anyone who has ever sold a home can attest, the process is a mixed bag of emotions- excitement, nervousness and filled with bittersweet memories. While most sellers have adequate representation to help guide them through the process of the sale- realtors, real estate attorneys,...