We are excited to share that our founder, Amanda Stilwell, was recently highlighted by Who’s On The Move! The feature focuses on our commitment to the Greenville community and our upcoming seminar designed to demystify retirement and tax planning. If you’ve ever wondered if your financial plan is truly optimized,

Healthcare expenses are a significant consideration for retirees, as medical costs tend to rise with age. Planning for these expenses can help you prepare for out-of-pocket costs, insurance premiums, and potential long-term care needs. Understanding Medicare, supplemental insurance, health savings accounts, and long-term care options can

Medicare is a significant part of retirement planning, yet many individuals feel uncertain about how it works and how Medicare coverage choices may affect their long-term plans. With multiple parts, enrollment and penalties timelines, and supplemental options, Medicare can seem overwhelming at first glance. Taking time to

Retirement planning often involves choosing the right IRA for you, whether that be a Roth or a Traditional account. Both options offer tax advantages, but the top choice for you depends on factors such as income, tax situation, and long-term financial goals. Understanding the differences between these accounts can help

Planning for retirement often brings a mix of excitement and uncertainty. Many individuals focus on reaching retirement, but fewer consider how life continues to evolve once retirement begins. An adaptable retirement plan is designed to address these changes by creating a framework that can adjust as personal circumstances, financial priorities,

We’re thrilled to announce that Mary Frances O’Neil, RN, has joined Clarity Financial Solutions as our new Medicare Specialist & Client Advocate. With 27 years of nursing experience across Georgia and South Carolina, Mary Frances brings a wealth of knowledge and compassion to help clients navigate Medicare and