Broker Check
 

1474 Highway 55 East Ste 500
Clover, SC 29710
(803) 222-2892


16 Wall Street Cliches in 60 Seconds Women and Retirement The Cost of Procrastination The Facts About Income Tax

Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Disability and Your Finances

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.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

View all articles arrow

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

View all videos arrow