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Talk with Aging Parents

Talk with Aging Parents

Here’s a checklist to start with: Organize important documents such as a will, marriage and birth certificates, military records, titles to property, insurance policies, power of attorneys, advanced directives such as a living will, financial account information,...
Talking retirement with your parents

Talking retirement with your parents

Is it time to have “the talk” with your parents? Discussing your parents’ retirement plans with them might be as uncomfortable as the “birds and bees” conversation they had with you. It still needs to happen. Knowing how they plan to finance their retirement will...
230-Year-Old Proves Legacy Is Important Today

230-Year-Old Proves Legacy Is Important Today

Happy 230th birthday to the State of South Carolina! The Palmetto State became a state on May 23, 1788. There are countless legacies in the generations of South Carolinians who have come and gone. What will be your financial legacy? Say “I Love You” to...