Posts Tagged ‘Columbia SC’
One Big Beautiful Bill Act
As we officially hit the halfway mark in 2025, it is hard to overlook the major news hitting our screens every single day. As many of you likely saw, President…
Read MoreFact or Fiction? The Truth About Social Security
Social Security is a vital part of retirement planning for millions of Americans. Yet, misunderstandings about how it works can lead to costly mistakes. Understanding the facts can help you…
Read MoreSummer Tax Tune-Up: 5 Tips to Help You Save
Summer isn’t just for vacations and barbecues — it’s also the perfect time to revisit your tax strategy and set yourself up for a smoother, more stable year ahead. Here…
Read MoreSave Your Retirement “Edition 4”
I am thrilled to announce the official launch of the updated edition of “Save Your Retirement”! Whether you’re a dedicated follower of Dick and Jane’s journey or just joining in,…
Read MoreFrom the Founder – 20 Years!
Happy New Year! January symbolizes a fresh start every year, but this year is just alittle more special for us here at Preservation Specialists. You see, it was back in…
Read MoreDare to be Different – Unconventional Resolutions for an Unforgettable New Year
As we bid farewell to the old and welcome the new, it’s the perfect time to break free from the ordinaryand embrace the extraordinary. This New Year, add a touch…
Read MoreThe Cost of NOT Talking About Money
How often do you talk about money with your partner? Your kids? Your friends or coworkers? For most people, the answer is almost never. Research has shown that 63% of…
Read MorePreservation Specialists Charity Gala 2023
What an incredible night it was at the annual Preservation Specialists Charity Gala on November 10th, 2023! Laughter echoed through the venue as clients, friends, and newcomers mingled, sharing stories…
Read MoreFrom the Founder – Thankful, Grateful & Blessed
As I was sitting down to write this, there was still an entire month left in 2023. It was Thanksgiving weekend, and the air was filled with thoughts of gratitude…
Read MoreCharitable Giving Strategies Almost Everyone Can Use
You don’t have to be super wealthy to become philanthropic. And when you give, it doesn’t just benefit the recipient — you and your heirs can also benefit through possible…
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