Video Blog | Research Driven Real Estate Investments

Jeff Herman explains how strategic real estate investments begin with research. Greenville is expanding rapidly across commercial, industrial, and residential sectors, [BLOG] and tracking planned infrastructure investments, such as roads, transit, and utility improvements, can offer investors an opportunity. Jeff notes it’s about being proactive, informed, and ready to move before the headlines catch up.

The Plan Says You’re Ready. You’re Not So Sure.

Preparation is key for retirees and those approaching retirement. The good news: a large share of Americans are saving at levels recommended by financial experts,

Is a Roth Conversion Worth It? A Simple Guide to What Makes Sense

The topic of Roth conversions is suddenly showing up in more of our conversations with clients. Earlier this year, when markets were dipping, clients, especially

The Road to Financial Freedom Starts in Childhood

Studies show parents still aren’t talking to their kids about money. In most households, money is still treated like a taboo subject, too private, too