334 Oakland Ave Rock Hill, SC 29730 Phone: 803-326-5040/866-925-3525 Fax: 803-326-5041
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This calculator is designed to help you attach a dollar figure to your life’s work.
Compare the potential future value of tax-deferred investments to that of taxable investments.