by Randy Chalmers on September 9, 2022.
South Carolina taxpayers can deduct 100% of their contributions on their state tax returns (one of only four states that offer 100% of contributions to be claimed). There are two types of 529 plans: prepaid tuition plans and education savings plans. Prepaid Tuition Plans allow the account holder to purchase credits for future use at...
by Dave Conley on September 1, 2022.
$10,000 is still $10,000 = Capital Preservation $10,000 still buys what it did = Purchasing Power Preservation The distinction is vital to your long-term wealth! Not a month goes by that we do not have a call where someone inquires about investing and includes the phrase, “but I don’t want to lose my money“. The...
by Michelle McEachin on August 30, 2022.
We all work hard. Some of us work four 10-hour days. Some work five 8-hour days. Some choose to work 12-hour days all the time. But whatever you do… you put in labor and expect a fair return for your effort. You use that return to plan, budget, and live life to the fullest. Back...
by Dave Conley on August 26, 2022.
Who do you think you’ll be in a year? 5 years? 20 years? One of the big problems with setting goals, especially financial ones, is that we’re struggle with imagining our future selves. Remember what you imagined you’d be as an adult when you were a kid. I’m guessing there are some gaps between that dream and your current reality. When we talk about financial goals, we’re often talking about long timeframes.
by Dave Conley on August 19, 2022.
“We say WHAT we do, we sometimes say HOW we do it, but we rarely say WHY we do WHAT we do.” Simon Sinek Financial peace is not a number and wealth is about more than money. Let’s agree on a core truth, sufficient resources (time, health, money) are all needed for financial peace, but...
by Dave Conley on August 12, 2022.
What would Financial Peace look like in your Life? Financial peace is having the resources (time, health, money) to do the things you enjoy, with the people you love.