Retirement Planning

Top Retirement Communities in Augusta, GA: A Local’s Guide

Top Retirement Communities in Augusta, GA: A Local’s Guide

The greater Augusta area offers a full range of retirement living: independent 55+ neighborhoods, assisted living, memory care, and more. The communities listed below are places where locals commonly reside because they offer a blend of amenities, support, and access to top medical providers. Use these short profiles to compare lifestyle fit, care levels, costs, […]

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Comprehensive Retirement Planning for Savannah River Nuclear Solutions Employees

Comprehensive Retirement Planning for Savannah River Nuclear Solutions Employees

Planning for your future isn’t just about setting a retirement date; it’s about shaping the next chapter of your life with confidence. Retirement planning creates a roadmap that connects your savings, benefits, and lifestyle goals so you can enjoy long-term stability. For employees at Savannah River Nuclear Solutions (SRNS), the benefits you earn are a

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Is Augusta, Georgia A Good Place To Retire?

Is Augusta, Georgia A Good Place To Retire? What To Know Before Moving To Augusta

Choosing where to spend your next chapter isn’t just a financial decision; it’s a quality-of-life choice that shapes your routines, friendships, and sense of pace. Many people look toward the Southeast and wonder whether Augusta, Georgia fits the picture they have in mind. The answer depends on what you value most in daily living. Augusta

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Moving to Georgia for Retirement

Moving to Georgia for Retirement? Here’s How (and Why) to Switch to a Local Financial Advisor

Retirement often brings big changes. If Georgia is where you plan to settle down, there’s more to consider than packing boxes and setting up a new address. Your financial life will also need plenty of attention. Relocating in retirement can open the door to new opportunities, but it also means adjusting your plans to fit

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Age-Weighted Profit-Sharing Plan: A 101 Guide

Age-Weighted Profit-Sharing Plan: A 101 Guide

Building a strong financial future often involves choosing a retirement plan that adapts to varied goals.  Although some people prefer uniform contributions, others favor something more flexible. Different timelines mean the pace of account growth can matter greatly. In that context, age-weighted profit-sharing plans stand out for acknowledging individual saving horizons, offering a customized strategy

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South Carolina Taxes On Retirees

South Carolina Taxes On Retirees

Between the scenic coastlines, mild winters, and a welcoming culture, South Carolina has become a favorite among retirees seeking a laid-back lifestyle. Beyond its natural beauty, the lower living expenses add to the appeal, making this Southern spot stand out. As retirees explore destinations across the United States, many discover that the Palmetto State offers

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Deferred Compensation Plan vs. 401(K): What’s The Difference?

Deferred Compensation Plan vs. 401(K): What’s The Difference?

Securing your financial future is rarely as simple as just deciding to save. You also have to choose how and where to invest your money. This is where retirement plans enter the picture. From individual IRAs and 401(k) plan options to more specialized strategies like a non-qualified deferred compensation plan, each route offers unique benefits

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Supplemental Executive Retirement Plan (SERP) 101 Guide

Supplemental Executive Retirement Plan (SERP) 101 Guide

Many companies go beyond just salaries and bonuses to keep top executives motivated. Supplemental executive retirement plans (SERPs) provide additional, tailored benefits that help keep leaders engaged while planning for the future. This guide will walk you through the fundamentals of SERPs, including what they are, how they function, and why businesses implement them. Whether

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10 Things to Consider When Planning to Transition into Retirement

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