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- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 23, 2026
- Outlet visibility, for The Sumter Item
- Top 500K sites
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- Jul 15, 2026
Latest articles
Why a 401(k) may be the better retirement plan for your business - The Sumter Item (opens the original)
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When business owners think about retirement plans, they often gravitate toward SEP IRAs or SIMPLE IRAs. They are easy to establish, relatively inexpensive to administer and require very little ongoing maintenance. For many new businesses, these plans provide an excellent starting point because they allow owners to begin saving for retirement without the complexity associated with a traditional 401(k) plan. However, as a business grows and profitability increases, continuing to use a SEP IRA or S
Why a 401(k) may be the better retirement plan for your business - The Sumter Item (opens the original)
Read excerpt
When business owners think about retirement plans, they often gravitate toward SEP IRAs or SIMPLE IRAs. They are easy to establish, relatively inexpensive to administer and require very little ongoing maintenance. For many new businesses, these plans provide an excellent starting point because they allow owners to begin saving for retirement without the complexity associated with a traditional 401(k) plan. However, as a business grows and profitability increases, continuing to use a SEP IRA or S
Is your wealth protected? Steps to safeguard your assets and identity - The Sumter Item (opens the original)
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Most people spend decades building wealth. They work hard, save consistently, invest wisely and make sacrifices to provide financial security for themselves and their families. Unfortunately, many spend far less time thinking about how to protect what they have built. One of the questions we frequently receive from clients is not how to grow their wealth, but how to protect it. While no plan can eliminate every risk, there are a number of practical steps individuals can take to reduce the likeli
Does my family really need life insurance? - The Sumter Item (opens the original)
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One of the most common questions we receive from young families is whether they should purchase term life insurance or one of the many forms of permanent life insurance, such as whole life or universal life. It is an important question and unfortunately one that often receives an overly simplistic answer. The reality is that every type of life insurance has a purpose. The challenge is determining which type of insurance best addresses the financial need you are trying to solve. For most young fa
An umbrella policy: One of the most important insurance policies you may never think about - The Sumter Item (opens the original)
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When people think about protecting their wealth, they often focus on growing their investment portfolio, reducing taxes or updating their estate plan. Those are certainly important pieces of a comprehensive financial plan. However, one of the most valuable and frequently overlooked tools for protecting wealth is surprisingly inexpensive: an umbrella liability insurance policy. In our practice, we routinely review investment portfolios that represent a client's life savings. Yet it is not uncommo
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