News & Insights
Timely market updates, retirement tips, and financial wisdom to help you plan with confidence.
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Retirement decisions are too important to make without knowing who’s truly working for you. Learn the difference between suitability, special relationships, and fiduciary advice—and why it matters for your long‑term financial security....
Scammers are getting smarter, but you don’t have to face them alone. This article highlights common fraud tactics, real‑world examples, and the protective steps we can take together to keep your savings safe.....
Many couples split into a “spender” and a “saver,” and silence often fuels conflict; this post offers judgment‑free conversation prompts, mutual spending guardrails, and automation strategies to turn tension into teamwork and protect both relationship and finances.....
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.....
Major Medicare changes are coming in 2026, from prescription drug pricing reforms to shifts in premiums and out-of-pocket costs. Here’s what retirees, plan sponsors, and fiduciaries need to know—and how to prepare with confidence.....
Life throws curveballs—but they don’t have to become crises. Discover why building an emergency fund is one of the most empowering financial moves you can make.....
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.....
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