Turning 55 soon? Learn how the IRS Rule of 55 could help you access retirement funds early—without penalties. Financial…
Are You a Rule Follower?: How to Avoid Early Withdrawal Penalties
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Financial Planning
Timely Information on Investment Markets and Financial Planning.
Holding It Together: Financial Guidance for the Sandwich Generation
Anne Thompson shares practical financial tips for the sandwich generation: people caring for aging parents and supporting…
Planning For Departure: How to Assemble Your Team
Anne Thompson discusses how building a team of trusted professionals can prepare your family for the future and prevent…
Start Talking: How to Discuss Finances with Your Family
Open discussions and financial education can empower the next generation to make better financial decisions. By sharing your…
Graduate Your Debt: 3 Strategies to Pay Your Student Loans
As exciting as it can be to walk across the stage and accept your diploma, for many new professionals, it also means the…
A Client’s View: Financial Planning
Any one of our advisors could walk you through the technical steps involved in developing, implementing, monitoring, and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me.Any one of...
Shape Up Your Finances
The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how…
Healthy Investing: Why Allocation Matters
Financial planning can take a backseat, especially when things seem to be going well! However, as you progress in your…
Financial Check Up: What’s Next for Your Savings?
Financial planning can take a backseat, especially when things seem to be going well! However, as you progress in your…
Early Intervention: Your First 401(k) Contribution
With student loan debt looming over your head and a new paycheck that doesn’t seem like enough after Uncle Sam takes his…
Swallowing the Pill: How to Handle Student Loan Debt
Med school is expensive and student loans are a fact of life for many professionals in healthcare, such as doctors,…
We’ve Been Here the Whole Time:
Women’s Presence in Investing
Despite the stereotypical image of an investor as a man, women have been significantly involved since the dawn of the stock…
Financial To-Do List
The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how…
How to Plan for the IRS & SSA Policy Changes
Rising costs and high inflation are changing how much we pay for things. Federal organizations such as the Internal Revenue…
What is Tax-Loss Harvesting?
The leaves are changing colors and the evenings are cooling off as we approach the end of the year. These last few months…
Who are Financial Advisors?
Types of Financial Advisors In this current series we have been sharing the traditional and modern approach to wealth management, and how those approaches are met through two different types of financial advisors: the financial planner and the wealth manager. These...
A Client’s View of the Financial Planning Process
Any one of our advisors could walk you through the steps involved in developing, implementing, monitoring, and adjusting a financial plan. What I would like to do is share with you the financial planning process through the eyes of the client – me.Why a Financial Plan...
A Personal Trainer for your Finances
Setting Your Goals & Meeting Them Webster defines the term Goal as “the end toward which effort is directed.” That definition packs a lot of possibilities into a few words. With that in mind, let’s deconstruct that definition, word by word, and apply those words...
A Tale of Two Advisors
Two of the most common terms you hear are Private Wealth Manager and Financial Planner. Both are considered financial advisors in the broader sense – with similarities and differences. Financial Planner A Financial Planner is someone who assists with lifestyle...
5 Key Components of Your Estate Plan
Often times when discussing estate planning with clients, the initial response we get is “I’m not in the uber-wealthy category, why should I worry about an estate plan?” Well, the reality is that estate planning can be beneficial to anyone, regardless if you’re in...
Why Estate Planning is Critical to the Successful Transfer of Wealth
Transferring Wealth through Estate Planning Generational Wealth transfer is the process of passing wealth from someone who has died to their beneficiaries. Estate planning, at its core, is simply providing a roadmap directing where you want your things to go and...
When & How: Maximizing Social Security
The timing of Social Security benefits is one of the most frequent questions we get from pre-retirees. The time at which you choose to draw benefits can impact your financial plan throughout retirement. For some, it is a great safety net for fixed expenses while for...
Setting Long Term Goals
In this third video in our series of commonly asked questions we receive, William M. Coxe Jr., Private Client Advisor, discusses the importance of goals in the Financial Planning process. He touches on the wide spectrum of goals and objectives for different...
Reaching Your Summit
In this second in our series of commonly asked questions we receive, Brian L. Disher, CERTIFIED FINANCIAL PLANNER and Director of Wealth Management, discusses more details of the Financial Planning process. It all begins with a conversation to understand your goals...
Goal Setting
Understanding and applying the principles of effective goal setting has never been more important than in today’s world of financial planning. We can get caught up in media frenzy and become confused when we hear words like Bitcoin and GameStop. Goal setting has a...
Financial & Wealth Planning
What is Financial Planning? When should you approach Wealth Planning? How can Greenwood Capital help? Senior Private Client Advisor Melissa Bane answers these questions as she discusses the differences between Financial Planning and Wealth Planning. This video...
2021 Financial To-Do List
In an effort to do our part to make 2021 better than 2020, the Greenwood Capital Wealth Team has put together a few tips that can help you put your best foot forward in this New Year. We find that preparing for tax season is a good time to consider your financial...
Charitable Giving: Community
Impact & Tax Savings
“Charitable giving" is a broad term that covers many things, such as volunteering your time, giving blood, or writing a check to your favorite charity. This article will focus on two lesser-known charitable giving opportunities: appreciated asset donation and...
6 Tips for Year-End
Financial Planning
It seemed summer would never end, yet here we are close to ringing in another new year! Soon our attention will turn to holiday plans, perhaps some travel, and if we are fortunate enough, family gatherings. Before we get too involved with menus, shopping lists, and...
3 Steps to Effective
Vacation Planning
As we enter the summer months, our thoughts often gravitate toward vacation plans. After months of cold dreary weather and being trapped indoors, nothing lifts our spirits more than planning and preparing for vacation. For some, the perfect vacation means relaxing on...
