Why It’s Important to Designate a Representative for Medicare Supplements and Social Security
It’s incredibly challenging to watch your parents age. But considering that around 53.1 million adults are caregivers in the United…
Category: Blog
How The Inflation Reduction Act Affects the Solar Tax Credit
More households across America are focusing on being environmentally conscious by changing their daily lives. In 2020, for example, solar…
Is Charleston, South Carolina A “Tax-Friendly” Place to Retire?
When selecting your dream retirement spot, several criteria spring to mind. For example, nice weather, lots of options for entertainment,…
How The Inflation Reduction Act Impacts The Electric Vehicle Tax Credit
Gas prices seem to have a mind of their own this year. While the Charleston, SC and Roanoke, VA areas…
Do You Have Enough Life Insurance?
September is National Life Insurance Month! To “celebrate,” we’re helping you determine if you have enough life insurance coverage to…
Your Loved One Is Considering Moving Into A Retirement Community In Charleston, SC, Now What?
There may come a time when a parent, in-law, close relative, or other loved one no longer wants to live…
3 Core Types of Equity Compensation You May Come Across As A High-Earner
Did someone say equity compensation? Equity compensation is quickly growing as a popular payment method in various industries like tech,…
The Best Volunteer Spots For Retirees This Summer In Charleston, SC
Volunteering is wonderful for so many reasons. It allows you to give back to the community, connect with a cause…
3 Interesting Considerations With a 401(k) Rollover
When starting a new job, the paperwork feels never-ending. Your employer needs answers about insurance, benefits, stock options, beneficiaries, etc.…
What’s A Roth Conversion and Is It A Good Move For You?
High-earners, like most doctors, surgeons, and physicians, face an interesting conundrum when saving for retirement. They need to save more…