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Wednesday, October 21, 2020

You have worked hard to build up your retirement savings, but you can’t keep retirement funds in your account indefinitely. However, thanks to the recent SECURE Act, if your 70th birthday is July 1, 2019 or later, you can delay taking...

Wednesday, October 14, 2020

Medicare Open Enrollment starts October 15, 2020 and if you’re new to Medicare or if you need to review and make changes, it’s time to talk with your financial professional to ensure your future medical needs will be covered....

Wednesday, October 7, 2020

Social Security (SS) faces a financial challenge from the impending retirement of the largest generation in American history, the 76 million people born in the “baby boom” years (1946 through 1964). These boomers began to hit...

Wednesday, September 30, 2020

For most families, navigating elder care decisions falls somewhere between adult siblings happily gathering together and planning for their parent’s future and siblings who barely speak making rash decisions in an effort to end a...

Wednesday, September 23, 2020

2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get your...

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Wednesday, September 16, 2020

The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially so you want...

Wednesday, September 9, 2020

With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without...

Wednesday, September 2, 2020

For young couples just getting started, new commitments, such as buying your first home or having children, bring with them the responsibility of making sure your loved ones will be provided for financially. Life insurance can help...

Wednesday, August 19, 2020

Election years historically bring uncertainty to the stock market, and uncertainty often translates to economic volatility. While the changing of the guard will have an impact on your retirement, changes you make today can determine if...

Wednesday, August 12, 2020

Have you discovered the value of podcasts for financial insight? Gaining outside perspectives is a smart way to look at your financial future. There are podcasts for all ages, genres, and cultures and they can be fiction or nonfiction...

Tuesday, August 11, 2020

Wednesday, August 5, 2020

As we head into the second half of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at...

Thursday, July 30, 2020

Evaluating market trends and reviewing positions on a regular basis are tools Bruce and Rob use for successful portfolio management.

Wednesday, July 29, 2020

The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to "take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates." The updated...

Wednesday, July 22, 2020

Select premium credit cards often come with a concierge service benefit and most cardholders don’t know or don’t take advantage of the service. Much like having an assistant at the office, a concierge can do the legwork for your...

Wednesday, July 15, 2020

The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are a child...

Wednesday, July 8, 2020

Everyone ages and, as a result, they eventually need personal and medical care in a comfortable living environment. Seniors are tasked with deciding what their care will look like and where they want to wake up each morning. With...

Wednesday, July 1, 2020

For some, the onset of COVID-19 brought about a much-needed reprieve from the traditional Spring tax deadlines. The Internal Revenue Service (IRS) extended the deadline for all taxpayers to July 15, 2020. Anyone, including Americans...

Tuesday, June 30, 2020

Wednesday, June 24, 2020

These days women not only have to worry about balancing their duties as a family manager, but must focus on their own identity as financial contributors as well. Despite being great savers and increasingly influential in the workforce,...

Wednesday, June 17, 2020

“I’m getting a divorce.” When one hears that statement, the first thought that frequently comes to mind is prepare for an emotional roller coaster and all the expenses that come with it. Every divorce is emotionally and financially...

Tuesday, June 16, 2020

Wednesday, June 10, 2020

Did you know that Medicare typically doesn’t cover nursing homes or any in-home care? According to statistics, someone turning 65 today has almost a 70% chance of needing some type of long-term care assistance.1 This includes...

Wednesday, June 3, 2020

With warmer temperatures, longer days, and spending more time at home, summer may be the prime time for home renovations. Whether it’s repainting your home, building a backyard deck, or remodeling the kitchen, modifications can not...

Wednesday, May 27, 2020

When it comes to growing and preserving wealth, it’s important to bear in the mind the volatility of the markets and how it could impact your retirement income. Fortunately, there are ways to help shield your savings from market woes....

Wednesday, May 20, 2020

Not too long ago, everything was normal and seemingly under control. Since then, the spread of the pathogen has shaken the foundation of the world we once knew and exposed the vulnerabilities of our health care systems. On March 26,...

Wednesday, May 13, 2020

Over the past several months, the pandemic has led many Americans to financial hardships. Individuals are fearful of how they’ll meet their financial obligations. The stimulus package may help alleviate some of the concerns, but what...

Wednesday, May 6, 2020

In response to the economic fallout of the COVID-19 pandemic, the CARES Act contains a number of essential measures important to the financial security of the American population. This far-reaching legislation offers protection and...

Tuesday, May 5, 2020

Kids and grandkids are out of school and many of us are looking for ways to keep them occupied and on track with their schooling. Below are a few free resources that you can use with your loved ones to explore the world with a simple...

Friday, May 1, 2020

Could COVID-19 change our lives forever? Undoubtedly so. The viral outbreak has absolutely upended our lives. With the stock market meltdown that began on February 20, 2020 and panicked headlines dominating the news, the financial...

Tuesday, April 28, 2020

Many of us are adapting to this new COVID-19-induced environment. While it can serve as a disruption, one can still be very productive in our work. To help you settle in and feel more in control of your own work while at home, we...

Wednesday, April 22, 2020

A pandemic poses a number of challenges that not only harms our health and our communities, but also our economies. As we’ve witnessed, the rapid-moving pathogen COVID-19 has brought daily lives of tens of millions of people to a...

Tuesday, April 21, 2020

The coronavirus is keeping us indoors, but you may still have to step out for essential errands like grocery shopping, grabbing take-out meals or picking up prescriptions from the pharmacy. As you’re venturing out, be cautious of...

Wednesday, April 15, 2020

The arrival of the COVID-19 pandemic has shook the financial stability of millions of Americans. In addition to mortgage relief, many financial institutions of all sizes, including Ally Financial, Bank of America, Citi, and Fifth Third...

Tuesday, April 14, 2020

With uncertainty swirling over the coronavirus (COVID-19), the markets are undoubtedly taking a hit. And while market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful...

Friday, April 10, 2020

Wednesday, April 8, 2020

As the number of COVID-19 cases in the U.S. continue to rise, Americans are seeing their hours cut, jobs disappearing, and expenses adding up. While the situation remains grim and many are waiting to return to work, homeowners are...

Tuesday, April 7, 2020

In light of the coronavirus (COVID-19), we understand the concern and uncertainty you may be experiencing. As your entrusted financial professionals, we value not only the financial health of our clients and their families, but also...

Wednesday, April 1, 2020

Amid the COVID-19 outbreak, the Treasury Department and Internal Revenue Service (IRS) announced that the tax deadline is being extended from April 15, 2020 to July 15, 2020.1 This allows three additional months for taxpayers to file...

Wednesday, March 25, 2020

The federal tax deadline of Wednesday, July 15 (recently extended in response to COVID-191) will be here sooner than you think. And many of you may be excited about the possibility of receiving a sizable refund. After filing taxes,...

Wednesday, March 18, 2020

If you’re feeling behind when it comes to retirement savings, you’re not alone. A surprising 70% of Americans are either falling short or don’t know where they stand.1 If you find yourself in this predicament, it’s time to stop...

Wednesday, March 18, 2020

Bruce was recently featured in LOCAL Life Magazine. Starting in 1962 to today, Bruce has always had a passion for cars. Check out the article. LOCAL LIFE

Wednesday, March 11, 2020

As we get older and become frailer, we may find ourselves needing help with everyday activities that’s as simple as getting dressed, eating, or getting in and out of bed. Even if we’re healthy, accidents may necessitate assistance with...

Wednesday, March 4, 2020

If there’s one thing almost everyone can agree on, it’s not wanting to pay taxes. After all, who wants to give up their hard-earned money to the government? The retirement savings gap is a multifaceted issue for many working people....

Monday, March 2, 2020

Life insurance proceeds can allow the bereaved to properly grieve without worrying about money. It gives families the financial protection that’s needed for potential funeral costs, living expenses, or even their financial future. If...

Sunday, March 1, 2020

After working hard all your life and planning diligently to achieve financial independence, the last thing you want is having to fork over a large percentage of your income to the IRS. Even when you’ve left the workforce, taxes will...

Saturday, February 29, 2020

Since its inception on August 14, 1935, Social Security has been instrumental in providing a foundation of income for many American retirees. Not only are Americans falling behind on savings for retirement, but Social Security was...

Wednesday, February 5, 2020

The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as...

Wednesday, January 15, 2020

Saving is something many people wish to do more of, but a study finds 58% of Americans have less than $1,000 tucked away in their savings.1 Because we live in a society of consumerism and consumption, we spend beyond our means and have...

Wednesday, January 8, 2020

Life insurance isn’t just for those married with children, single adults without children can benefit from it, too. When you’re single, healthy, and childless, a life insurance policy is probably the last thing on your mind. You might...

Monday, January 6, 2020

Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here and there are many things you can do to be prepared and organized. Here are a few simple tips...

Monday, December 23, 2019

The New Year marks the opportunity for a new beginning. It’s a time to reflect, refresh, and recommit. A great way to start may be with solid financial resolutions that can help you reach your goals. You can start by making a list, but...

Monday, December 2, 2019

We are excited to announce a new tool available to all our clients. We have partnered with RightCapital, an innovative FinTech company, to provide next generation financial planning solutions to our clients. Check out the video for a...

Tuesday, November 19, 2019

Check out a message from our founder!

Friday, October 25, 2019

Bruce and Rob attended the Raymond James Advisor conference this week in Florida. They had an opportunity to hear from industry experts, learned all about Raymond James' offering and services, as well as were surprised with a major...

Wednesday, October 9, 2019

Main events start with the Vintage Auto Film Exhibition on Thursday, October 31, from 6:00 – 10:00 p.m. at the Arts Center of Coastal Carolina, featuring racing legend Hurley Haywood, a selection of engaging auto-centric films,...

Tuesday, August 6, 2019

Hilton Head Island named best island for fourth year in a row by Travel and Leisure. For those of you who live or have visited the island, it is easy to see why. For those of you who have not, check out the article to find out why and...

Friday, August 2, 2019

In or around the Charlotte area? Come by and see Rob at our newest location in Uptown Charlotte. We are located at 128 South Tryon St., Floor 21. in the WeWork. If you have been to Romare Bearden or a Knight game in the last few months...

Monday, July 29, 2019

We are pleased to announce that our new and improved website is up and live at HiltonHeadCapitalPartners.com. Be sure to check out the new additions to our team, including Wendy and Rob in Charlotte, as well as John in Birmingham...

Friday, May 24, 2019

Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...