• Virtual Travel in the time of COVID-19

    It’s been almost two months since the COVID-19 pandemic began to make major changes to everyday life in South Carolina. We have no guarantee as…

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  • Financially Savvy Tips for Traveling to Europe

    It’s the new year and you’ve decided you’re going on a vacation to Europe — you’re going to have such a wonderful time! Before you…

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  • Introduction to Planned Giving

    Think about what matters most to you. What are you passionate about and what do you want to continue supporting even after you are no…

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  • How Legacy Planning Can Benefit You

    There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the…

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  • Saving for your Children or Grandchildren’s Education

    With tuition prices continuously on the rise, saving for your children’s or grandchildren’s education can seem like an insurmountable task. If you are feeling this…

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  • Defining Qualified Charitable Distributions (QCDs) and How they Work

    Qualified charitable distributions (QCD) are distributions from an Individual Retirement Account (IRA) owned by an individual who is age 70½ or older, that are paid…

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