Posts Tagged ‘Retirement Columbia SC’
From the Founder – Rising Interest Rates and Real Estate Investments
This month, I would like to focus on two things that are on a lot of people’s minds: increasing interest rates and your investments. If you’re tired of hearing about…
Read MoreFrom the Founder – Worries About Money
I was talking to a long-time client the other day. Much of the discussion was him sharing his concerns with me and asking for my feedback. Some of his concerns…
Read MoreManaging Your Finances as a Member of the “Sandwich Generation”
Members of the “sandwich generation” are simultaneously providing support for both a parent and a child. This group has unique financial needs to consider, especially when planning for retirement. If…
Read MoreFrom the Founder – Interest Rates & the Stock Market
As you might imagine, there is a lot to keep up with when trying to follow the world of finance and the markets. Our team uses a number of different…
Read MoreFinding Your Balance
When you first set up an investment, you (and your financial advisor) carefully created allocation ratios to fit your needs and chose an asset mix to match. Over time, however,…
Read MoreGenerational Wealth – Your Choices Could Impact Your Family For Generations
What does it mean to pass down wealth? If you have invested in stocks, bonds or other assets, or are building equity in real estate or a business you own,…
Read MoreCredit Reporting Change May Take the Sting Out of Some Medical Debt
When you’re sick, you visit the doctor, but what happens when the bills roll in and it’s more than you can afford? Medical debt can affect anyone, even if you…
Read MoreThe Debt Ceiling’s Impact on Your Investments
Should the U.S. raise the debt ceiling? That’s the debate currently raging in Congress. So far, both parties have remained firmly entrenched in their positions (Republicans — yes, but with…
Read MoreMarket Funk
Equity markets have seemed nervous up until the past few trading days. But as the possibility of a debt deal appeared, markets began to push back to highs we saw in March.…
Read MoreFrom the Founder – What’s Next for Interest Rates?
Do you follow the financial news much? If you’ve read my articles for very long, you likely remember how I feel about the media. It is sadly no longer about…
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