Bridging the Gap: Financial Strategies for Pre-Retirees in Their 50s and Early 60s
Whether you’re six months or six years out from retirement, there are things you can do now to help ensure…
Category: Retirement
Retirement Planning for Charleston’s Coastal Lifestyle: Financial Strategies for Lowcountry Seniors
A question we get asked often is what, exactly, goes into getting the most out of retirement along Charleston’s coastline.…
Retirement Savings Options for Doctors that Have Their Own Practice
Opening and successfully operating your own practice is an incredible feat you should be proud of. As you continue navigating…
A Deep Dive into 403(b)s, 457(b)s, and cash balance plans
When you hear the phrase “retirement savings account,” what comes to mind? Most people associate retirement savings with traditional 401(k)…
Understanding Medicare and Medicaid: A Guide for Retirees
Throughout your retirement planning journey, you’ve likely heard the terms “Medicare” and “Medicaid” tossed around. While they boast similar names…
Longevity Planning: Ensuring Your Money Lasts Throughout Retirement
In recent decades, the average lifespan has gradually increased for both men and women. While a longer life expectancy means…
Tax-Efficient Withdrawals: Minimizing Tax Impact in Retirement
When building an effective, long-term retirement income strategy, you must preserve your hard-earned wealth. With no more steady paychecks coming…
Transitioning to Retirement: Phased Retirement and Succession Planning for Physicians
With long work weeks and a passion for helping others, the thought of a traditional retirement may turn some physicians…
Estate Planning 101: Helping Your Parents Secure Their Legacy
DOWNLOAD GUIDE HERE As your parents age, you want to do everything you can to help them live comfortably, maintain…
Is It Possible to Save for Retirement While Paying Down Debt? (The Answer Is Yes!)
When you’re managing a lot of debt, it can feel like an isolating experience and an uphill battle. In reality,…