334 Oakland Ave Rock Hill, SC 29730 Phone: 803-326-5040/866-925-3525 Fax: 803-326-5041
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future value of your current savings.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.