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Past Commentary & Articles

Article
September 26, 2025
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Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

Article
September 25, 2025
financial legacy, Columbia, SC

Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance.  Working with a family […]

Article
September 25, 2025
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Just like a routine health check, regularly reviewing your estate plan helps ensure it reflects your current life and wishes. Major life events and legal changes can impact your plan, making periodic updates essential to protect your loved ones and legacy.

Wise Women
September 24, 2025
thoughtful guide to moving

Take the time to process your feelings and prepare yourself for the challenges and rewards of a new beginning. Consider seeking support from friends, family, or a therapist to help you navigate the emotional rollercoaster of moving.

Wise Women
September 24, 2025
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When working with your child to find the right college, it’s crucial to evaluate the cost as you would an investment. The cost of college can be substantial, and having a significant amount of debt can negatively impact your – or your child’s – financial future.

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