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Charleston's Retirement Coach

Nov 25, 2019

2019 is coming to a close, and it's a great time to review your tax situation and possibly make strategic changes to your retirement. Since we only have a few weeks to make sure you don't get hit with a tax penalty, Brandon explains how to make these weeks count.

Nov 4, 2019

Understanding what you're paying for your investment accounts is the first step to making the most of your retirement savings. Brandon brings this reality to light by explaining how he helped a widowed client reduce her investment fees by about $25,000 a year, and how she now has the freedom to spend that money on...