334 Oakland Ave Rock Hill, SC 29730 Phone: 803-326-5040/866-925-3525 Fax: 803-326-5041
Newsletters
-
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
-
Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.