Investment consulting and advanced financial planning
Operating as usual
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Nobel-prize-winning investment research.
The Ivory Tower Changes Wall Street Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How do you find care for your special-needs child?
Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Compare your taxable investment to a tax-deferred one. The results may surprise you.
Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.
Valuation is important for business succession, estate taxes and even qualifying for a loan.
What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.
A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.
Monthly Market Insights | November 2021 Monthly Market Insights | November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while the Standard & Poor’s 500 Index rose 6.91 percent. The N...
How much do you know about stocks?
How Stocks Work Understanding how a stock works is key to understanding your investments.
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.
Where will your retirement income come from? Do you know all the choices available?
Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Do you know the difference between a global mutual fund and an international mutual fund?
Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?
Are you worried about outliving your retirement savings? You are not alone. #RetirementSavings
My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.
As we near the end of 2021, many clients should be considering Roth conversions. This year, in addition to the normal discussion about whether or not to convert, clients should also take into account proposed legislation potentially...
Does a Roth Conversion make sense? In many cases, yes. (Especially in 2021) As we near the end of 2021, many clients should be considering Roth conversions. This year, in addition to the normal discussion about whether or not to convert, clients should also take into account proposed legislation potentially...
In July, stocks notched a solid gain despite higher inflation and new COVID-19 cases.
Monthly Market Insights | August 2021 Monthly Market Insights | August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked up 1.25 percent, while the Standard & Poor’s 500 Index gained 2.27 perce...
Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow
What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Have a strategy for discussing healthcare with your parents. #AgingParents
Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.
During these trying times, supporting your local businesses can be tougher than ever. Curious how you can help? Read more here:
How to Support Local Businesses During a Pandemic Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.
What every parent needs to know about insuring his or her #teen #driver. #insurance
Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.
Self-employed? Learn more about your retirement plan options.
Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
When considering a record keeping system for your business, you need to ask yourself some very important questions
Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.
Learn how #insurance #deductibles work, and how they can help you save money.
How Insurance Deductibles Work Knowing how insurance deductibles work can help you save money and give you peace of mind.
For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement
Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.
There are billions in unclaimed dollars in the US. Is some of that yours?
Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.
In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.
Monthly Market Insights | July 2021 Monthly Market Insights | July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composit...
Learn the language of life insurance.
Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are?
|Monday||9am - 5pm|
|Tuesday||9am - 5pm|
|Wednesday||9am - 5pm|
|Thursday||9am - 5pm|
|Friday||9am - 5pm|
Trident Technical College International Club, USA opens to everyone interested in multicultural friendships, gaining experience, and is willing to HAVE FUN in their college lives!
Private, nonprofit, regionally accredited global university offering graduate and undergraduate completion programs. Evening and online classes available.
The best little graphic design, animation, photography and digital media program in Charleston!
Limestone College SSWA
Serving TTC students and parents to manage student assistance from federal, state, college and private programs for long term financial health.
The International Diving Institute is one of the world's top training facilities for commercial divers and underwater welders.
Call (843) 725-0246 to schedule a tour of our campus, Tues.-Sat. from 9a.m.-4:30p.m. For more information about our programs, go to www.paulmitchell.edu/ge.
Alpha Delta Pi is the first NPC Sorority to Charleston Southern University's campus. The Theta Chi Chapter was installed December 6, 2014!
Palmetto School offers curriculum and career plans to set you up for jobs that have greater room for advancement and more avenues of employment.
Events and programs at Charleston Southern University.