As the nation marks 250 years of independence, this article explores what freedom really means in retirement. True financial independence isn’t defined by how much you’ve saved—it’s defined by how securely your plan supports your life. Learn why clarity, structure,....
Linda's story illustrates how two advisors looking at the same person, with the same goals and the same resources, can arrive at very different recommendations.....
Leaving a job or turning 59½ often triggers a major decision about your 401(k). This guide breaks down your four main options — staying in your plan, rolling to a new employer plan, moving to an IRA, or taking a....
We’ve refreshed our brand identity, moved into a new office, and launched a redesigned website, all to better reflect the business we have become.....
Retirement shouldn’t feel like a leap of faith. Discover how to turn your savings into a steady paycheck—with clarity, confidence, and peace of mind.....
We’re proud to share that Chip Hunt, Principal at PrimeTRUST Advisors, is part of Leadership Greenville Class 52—sponsored by Goodwill Industries of Upstate/Midlands, where he’s served on the Board of Directors since 2014. Over ten months, Chip and his classmates....
Protect yourself from the quiet “pig butchering” scam that’s costing Americans millions. Scammers build trust over weeks—then vanish with your savings. In this article, you’ll learn how these fraudsters operate, the top red flags to watch for, and simple, actionable....
“Whether you're approaching retirement or already enjoying it, planning together is one of the most meaningful gifts you can give your spouse. From Social Security to healthcare and lifestyle choices, thoughtful financial planning brings peace of mind, strengthens your bond,....
This article debunks a misleading SSA email about tax-free Social Security and explains the new $6,000 senior deduction designed to lower taxable income.....
This 4th of July, declare independence from retirement worry. Discover how a simple financial plan delivers confidence, peace of mind, and lasting freedom.....
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