Top Concerns on Southern Retirees Minds & How We’re Addressing Them
If you plan on moving to a new state in retirement, you’re certainly not alone. Plenty of retirees seek a…
Category: Blog
How You Can Financially Prepare for Natural Disasters in South Carolina
South Carolina is a gorgeous, geologically diverse state with incredible culture, food, adventure, and hospitality. Suppose you’re thinking about moving…
5 Signs You Need to Work With a Financial Planner
The last few years before retirement are your chance to save diligently and strategize to enjoy the retirement you’ve always…
3 Essentials Physicians Need For a Successful Investment Portfolio
Physicians face unique financial challenges throughout their lifetime. They’re high-earners with high amounts of debt and often lack the time…
The Financial Details Physicians Need to Know Before Starting a Private Practice
Around 49.1% of physicians work in private practices.1 If you’re looking to join the ranks of physicians-turned-business-owners, you have an…
Starting a New Employment Contract? The 6 Negotiation Strategies Physicians Need to Know
Receiving a new job offer is exciting, and it presents an opportunity for physicians to negotiate a better compensation package…
Why Should You Work With a Fee-Only Financial Advisor In Retirement?
Approaching retirement, every financial decision you make matters. As you prepare to enjoy a life of financial independence, knowing you…
How To Meaningfully Include Your Children In Your Estate Plan
Not too long ago, money was strictly taboo in many households. But as parents have discovered in recent years, neglecting…
What Is Financial Freedom?
As you move through life, your financial landscape tends to evolve. It’s natural to outgrow your previous goals and objectives,…
Do Retirees Need Flood Insurance If They Live In Charleston, SC?
Charleston, South Carolina, is (in our humble opinion) one of the best places in the country for individuals and couples…