334 Oakland Ave Rock Hill, SC 29730 Phone: 803-326-5040/866-925-3525 Fax: 803-326-5041
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?