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TAKE OUR RETIREMENT QUIZ
864.800.1831
  • Login
    • TruNorth Portal
    • Charles Schwab
  • About Us
  • Financial Services
    • Investment Planning Services
      • 401K
      • IRA
      • Market Volatility Protection
      • Risk Management
    • Income Planning
      • Inflation, Spousal, and Longevity Plan
      • Social Security Advisor
    • Tax Planning
      • Withdrawal Strategies
    • Long-Term Care
      • Life Insurance
      • Medicare Advisor
    • Legacy Planning
      • Asset Protection
      • Estate Planning
      • IRA Legacy
      • Wealth Management
  • Resources
    • Our Blog
    • Our Media
    • Tax Bill Calculator
  • Locations
    • Greenville, SC
    • Asheville, NC
    • Clemson, SC
  • Attend An Event
  • Schedule a Meeting
  • Login
    • TruNorth Portal
    • Charles Schwab
  • About Us
  • Financial Services
    • Investment Planning Services
      • 401K
      • IRA
      • Market Volatility Protection
      • Risk Management
    • Income Planning
      • Inflation, Spousal, and Longevity Plan
      • Social Security Advisor
    • Tax Planning
      • Withdrawal Strategies
    • Long-Term Care
      • Life Insurance
      • Medicare Advisor
    • Legacy Planning
      • Asset Protection
      • Estate Planning
      • IRA Legacy
      • Wealth Management
  • Resources
    • Our Blog
    • Our Media
  • Locations
    • Greenville, SC
    • Asheville, NC
    • Clemson, SC
  • Attend An Event
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Best Investment Strategies for Retirees in 2025

Best Investment Strategies for Retirees in 2025

by Matthew J. Dixon, RFC® | Apr 30, 2025 | Financial Retirement, Investing

Social Security benefits play a crucial role in retirement planning, providing a steady income stream for millions of retirees. HowRetirement is a time to enjoy the rewards of decades of hard work, but ensuring financial security requires smart investment strategies...
Simplify Retirement Income Planning with TruNorth Advisors

Simplify Retirement Income Planning with TruNorth Advisors

by Matthew J. Dixon, RFC® | Mar 19, 2025 | Financial Retirement, Investing

Achieving a secure and comfortable retirement requires strategic income planning that adapts to changing financial landscapes and market conditions. In 2025, retirees face unique challenges, including market volatility, inflation, and evolving tax laws. To navigate...
What is Investment Planning: Understanding the Basics

What is Investment Planning: Understanding the Basics

by Matthew J. Dixon, RFC® | Oct 14, 2024 | Investing

Investment planning is a crucial process for managing your finances effectively. It involves setting up a strategy that aligns with your financial goals, risk tolerance, and future needs, ensuring long-term growth and stability. Without a solid investment plan,...
How Staying Invested Prevailed Over Market Timing During the Pandemic

How Staying Invested Prevailed Over Market Timing During the Pandemic

by Matthew J. Dixon, RFC® | Jun 8, 2023 | Investing, Market Commentary

Navigating a market downturn can feel like trying to catch a falling knife, and pinpointing the bottom is no easy feat. But, even if you could, re-entering the market could leave a lasting scar on your long-term returns. Picture, for example, an all-stock (S&P...

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* Securities cleared through Resolute Capital LLC
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal.

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