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Home
About
Services
Blog
Client Web Portal
- Log into Schwab
Contact Us
- Schedule a Meeting

24 Nov Returning to Work After Retirement

Posted at 19:57h in Retirement Planning Hilton Head

After being retired for a bit you realize that you may not want to play golf 5 days a week, you miss your co-workers and you are not traveling as much as you thought you would. This is common – more and more people these...

22 Jan Maximizing Your Social Security Benefits

Posted at 21:19h in Financial Advisors Hilton Head Island

Not sure about the optimal time to file for your Social Security benefits? You are not alone. We regularly get questions from our retired and pre-retired clients about the best time to file for benefits. Surprisingly, there is not one standard answer....

19 Dec Your Guide to Social Security

Posted at 16:00h in Retirement Planning Hilton Head

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...