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Background photo of car on street in Charleston, SC for Retire on Your Terms blog written by Runey & Associates Wealth Management.

Retire on Your Terms

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Financial Planning
Retire On Your Terms
Retirement Planning
Considering a Loan From Your 401(k)

Borrowing from your 401(k) can be daunting, especially for those nearing retirement. While a 401(k) loan provides quick access to funds with interest...

Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
How to Know if You Have a Good Financial Advisor: Top 10 Things a Good Financial Advisor Should Be Doing for You

A good financial advisor provides tangible and intangible value that far supersedes any arbitrary rate of return comparison.

Five Key Steps to Preparing for Retirement Piggy Bank Runey & Associates Wealth Management
Estate Planning
Financial Planning
Retire On Your Terms
Retirement Planning
Tax Planning
Five Key Steps to Preparing for Retirement

As you approach retirement, uncertainty about your financial future is common, and seeking professional advice can be immensely beneficial. This blog...

Retire On Your Terms
Tax Planning
3 Tax Pitfalls to Avoid

In order to enhance your financial situation, it is crucial to reconsider the conventional notion of “winning the tax game” which...

Family on couch looking at estate planning documents
Estate Planning
Retire On Your Terms
Retirement Planning
Tax Planning
Planning for Retirement Assets in Your Estate Plan: A Comprehensive Guide

When it comes to estate planning, one crucial aspect that often gets overlooked is the inclusion of retirement assets. Planning for Retirement Assets...

Charleston, SC Skyline
Retire On Your Terms
Retirement Planning
Cost of Retirement in Charleston, SC

Are you considering retiring in Charleston, SC and wondering about the cost of living in this beautiful city? In this blog post, we will talk about...

Person typing letter on computer.
Estate Planning
Retire On Your Terms
What Is a “Paradise Letter” and Why Do I Need One?

The job of an executor is to secure and distribute assets of a deceased person pursuant to their wishes.  These wishes are ideally spelled out...

Investment Management
Retirement Planning
When is the Best Time for a Roth Conversion?

We want to start this article with a disclaimer: This article is stating the ideal situation for a Roth conversion, not necessarily the only time...

Estate Planning
Insurance Planning
Investment Management
Retire On Your Terms
Retirement Planning
Tax Planning
The Awesome Annual Financial Checklist

Don’t Be Like The Celebrities Who Never Used Their Annual Financial Checklist! We published The Awesome Year-End Financial Checklist in prior...