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With the strange year that we have had, it may be hard to believe that December 31st is just around the corner.  However, before we wave goodbye to 2020, you may wish to review the following strategies to see if there are any tax breaks applicable...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed on March 27, 2020. This is an extensive piece of legislation that will have an impact on many Americans in one way or another and hopefully offer some financial help to those struggling during...

As part of a year-end spending bill that was passed by the House and Senate and signed into law by the President on 12/20/19, the Setting Every Community Up for Retirement Enhancement (SECURE) Act made some dramatic changes to retirement planning. Although we have...

Many teens are starting to lock down their summer jobs. For some, it will be their first-time earning money outside of chores around the house and this is a great opportunity to teach a few valuable lessons about money. Budgeting, saving, and investing are three...

Tangible property – residential, commercial property, cars, and art- have always held an appeal. First, they are physical assets and easy to understand. There is something inherently satisfying about being a property owner. Many wise investors have made their fortunes by investing...

I have read that people generally think that a contrary or negative opinion sounds “smarter” than a positive or optimistic viewpoint. I’ve found that to be true in general and due to my cynical nature, I must confess that a contrarian viewpoint generally piques...

We have certainly seen our share of severe weather here in the lowcountry over the past two years. Adequate insurance and emergency funds are great first lines of defense when the unexpected happens but taking a more comprehensive look at your insurance and savings strategies...