State Treasurer Curtis Loftis recognizes Andrea McKnight of H.E. Corley Elementary as Educator of the Month
December 21, 2025
Midlands teacher enjoys bringing financial literacy to life for young students South Carolina Treasurer Curtis Loftis has named Andrea McKnight of H.E. Corley Elementary School as the December Educator of…
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GSSM receives $10,000 from First Citizens Bank to support STEM summer camps
December 11, 2025
The South Carolina Governor’s School for Science & Mathematics (GSSM) Foundation has received $10,000 from First Citizens Bank to support GSSM’s GoSciTech summer camps. These hands-on STEM programs serve rising…
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Community roundtables show strong support for modernizing South Carolina’s public deposits law
December 10, 2025
State and local elected officials gathered in North Augusta and Greenville this month to review the South Carolina Financial Freedom Act (H.3221 / S.60), a bipartisan proposal that would finally…
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Treasurer Curtis Loftis reports $1.7 billion in earnings from South Carolina investments
October 30, 2025
State Treasurer Curtis Loftis announced today that the State Treasurer’s Office investments generated $1.7 billion in earnings over the past year, delivering direct support for schools, roads, public safety, and…
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Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
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State Treasurer Curtis Loftis announces high credit ratings for South Carolina
August 6, 2025
State Treasurer Curtis Loftis announced that South Carolina has once again had its strong credit ratings reaffirmed by S&P Global, Moody’s, and Fitch Rating Services. “Safeguarding our state’s credit ratings…
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State Treasurer Curtis Loftis names Mark S. Barnes Chief of Staff
June 18, 2025
South Carolina State Treasurer Curtis Loftis today announced the appointment of Mark S. Barnes, MBA, CGFO, as his new Chief of Staff. Barnes brings more than three decades of experience…
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SCRA announces new Member Companies and grant funding
December 10, 2024
Bio Streamline, Brokerbase, Ducklinks, Graphio, Marine Diagnostic Tools, Politexts, and VayuClear were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Imagine Home Digital, Go Fig AI, Qatalyst Health, and…
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Wells Fargo donates more than $1 million for Hurricane Helene disaster relief
October 2, 2024
Funding to benefit communities across the region with support for temporary shelter, supplies and other recovery needs As communities across the Southeast grapple with the devastation caused by Hurricane Helene,…
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Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024
Abacus Planning Group announces the election of William Jeter CFA, CAIA, CFP® to President of the Board for the Central South Carolina Habitat for Humanity. William was elected to the…
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Clinton Native Andrew Raynal Joins TNB Financial Services as Assistant Trust Officer
August 24, 2024
TNB Financial Services is pleased to announce that Andrew Raynal has joined its trust division as an Assistant Trust Officer in its Clinton, SC, office. A native of Clinton, Andrew…
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Private Client Advisor – Greenwood
August 14, 2024
What We’re Looking For Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenwood Office location. The role of a Private…
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South Carolina Bankers Association announces 2024 Outstanding Young Bankers Award recipient
July 16, 2024
The South Carolina Bankers Association (SCBA) announced Rufus T. “Wells” Dunlap V as the recipient of the 2024 Outstanding Young Banker Award. Wells, who serves as Senior Vice President and…
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VentureSouth invests over $5.5 million in early-stage companies in the Southeast during first half of 2024
July 15, 2024
VentureSouth, one of the top 10 angel groups in North America, is excited to announce investments totaling $5.5 million into 24 early-stage companies in the first half of 2024. In…
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Civil Rights and Title IX Coordinator
July 2, 2024
Civil Rights & Title IX Coordinator University of South Carolina Upstate STA00514PO24 Spartanburg, SC The Civil Rights & Title IX Coordinator is responsible for ensuring USC Upstate’s monitoring and compliance…
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United Community to open newly renovated West Main Street branch mid-July
July 2, 2024
This summer, United Community is reopening its West Main Street branch after undergoing extensive renovations as part of its commitment to investing in the Laurens community. The new branch offers…
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South Carolina Federal Announces 2024 Scholarship Winners
April 23, 2024
South Carolina Federal Credit Union is proud to announce the winners of its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or…
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South Carolina Federal opens new financial center in Five Forks
February 21, 2024
South Carolina Federal Credit Union has opened its fourth financial center in the Greenville area at 2536 Woodruff Road in Simpsonville. The credit union’s Five Forks location features two teller…
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VentureSouth celebrates 10 years & announces 2023 results
February 16, 2024
VentureSouth, the Southeast’s largest early-stage investment organization, is thrilled to announce its 10th anniversary, marking a decade of an unwavering commitment to “make money, have fun, and do good.” VentureSouth began…
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South Carolina Ranks 9th in the Nation for Improved Credit Scores in 2023: A National Perspective
January 14, 2024
As we embark on a new year, the pursuit of financial well-being remains a common resolution for many individuals. WalletHub’s recent report on the states with the largest credit score…
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South Carolina Federal now accepting applications for $45,000 in scholarships
January 11, 2024
South Carolina Federal Credit Union is now accepting applications for its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or technical college…
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Time to Boost Savings and Lower Taxes
December 5, 2023
By State Treasurer Curtis Loftis There’s no escaping the hustle and bustle of December. Even if you love gift shopping, Christmas music, and holiday parties, the end of the…
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Preparing for tax season? You can now access past copies of Individual Income Tax returns on MyDORWAY!
November 28, 2023
What you need to know: Taxpayers can now access transcripts of past SC Individual Income Tax returns if they have an account in MyDORWAY, the SCDOR’s free online tax portal.…
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Applying for a Property Tax exemption? We have tips to help!
November 7, 2023
What you need to know: South Carolina offers Property Tax exemptions to those who meet certain requirements, including many military veterans, disabled former firefighters, and disabled former law enforcement officers.…
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State Treasurer Curtis Loftis urges South Carolinians impacted by ACI Worldwide unauthorized consumer transfers to act before Nov. 13 deadline
November 2, 2023
More than 7,500 eligible to receive restitution for unauthorized financial exposure. State Treasurer Curtis Loftis is urging South Carolina consumers impacted by a 2021 testing error that involved ACI Payments,…
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Selecting a Credit Card
October 27, 2023
By Carman M. Young, CFP® Credit card companies can be aggressive in marketing their cards and their perks. Who doesn’t want a free trip to Europe? With so many options…
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SCDOR named 2023 PEBA Partners Award overall award winner
October 17, 2023
The South Carolina Department of Revenue (SCDOR) has been named the 2023 overall winner of the PEBA Partners Award, an honor bestowed by the South Carolina Public Employee Benefit Authority…
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United Community employees recognize World Animal Day through acts of service across its footprint
October 5, 2023
United Community’s employees are coming together for the third consecutive year to support the welfare of the voiceless for World Animal Day. Throughout the first half of October, teams across…
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Four Governance Questions for Endowment Management
September 27, 2023
By Anne Marie Ashworth To create an environment for good governance, endowments should assess whether they have the appropriate models for optimal long-term portfolio management, oversight and management, fiduciary responsibility,…
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Arthur State Bank Trust and Wealth Management Department Finds New Home in Clinton
September 16, 2023
The Arthur State Bank Trust and Wealth Management Department is proud to announce its recent relocation to a separate location in Clinton, South Carolina. Located just down the street from…
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Financial Wellness for your Employees
August 24, 2023
Charles B. Flowers, CFA Employers want highly engaged employees who are focused on their work during business hours. Hopefully, the employees also want to be “all in” while they are…
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Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination
August 4, 2023
Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…
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Mission 46 aspires to transform South Carolina through scholarships
July 31, 2023Groundbreaking program intends to expand college access in all 46 South Carolina counties An ambitious initiative aims to eliminate the financial barrier to college for bright, under-resourced South Carolina students,…
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Five ways to spend unused 529 plan funds
July 26, 2023
Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…
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Southern First Reports Results for Second Quarter 2023
July 26, 2023
Greenville, South Carolina, July 25, 2023 – Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June…
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Retailers must notify the SCDOR by August 14, 2023 if you sell tobacco products
July 18, 2023
What you need to know: All retailers are required to notify the SCDOR if they sell tobacco products by August 14, 2023. More information can be found in the ST-608,…
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Back to School Tip: Prepare Now for 529 Withdrawals
July 11, 2023
By State Treasurer Curtis Loftis As a firm believer in the many benefits of saving with a Future Scholar 529 plan, I commend families who consistently contribute to their accounts…
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Leasing vs. Buying a Car: Which one is right for you?
June 30, 2023
By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…
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Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library
June 5, 2023
Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…
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SCDOR to no longer issue debit cards for refunds after June 29
June 1, 2023
What you need to know: The SCDOR will no longer issue Individual Income Tax refunds as debit cards after June 29, 2023. Bank of America, the provider of the State’s…
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Investment Policy Guidelines: The Blueprint of your Portfolio
May 31, 2023
by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…
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State Treasurer Curtis Loftis announces National 529 Day celebration with $529 college savings grants
May 18, 2023
State Treasurer Curtis Loftis today announced the return of the annual PalmettoBaby Grant Program in celebration of National 529 Day. “South Carolina’s Future Scholar 529 College Savings Plan is proud…
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How and when to amend your SC Individual Income Tax return
May 3, 2023
What you need to know: Generally, you should amend a return if an IRS audit changes your state return, or when there are changes to your income, deductions, credits, payments,…
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Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
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United Community Bank reveals upcoming construction plans for Laurens branch
April 12, 2023
As part of its commitment to investing in the Laurens community, United Community Bank is excited to announce the next step to improve its downtown Laurens branch. Construction will begin…
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Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023
It’s April! The flowers, the trees, the birds, even the seasonal allergies signal spring is here. It’s always refreshing – aside from the allergies – to welcome a new season…
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A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
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Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
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Fun and Easy Lessons in Saving
January 18, 2023
By: South Carolina State Treasurer Curtis Loftis, Administrator of Future Scholar College Savings Plan Helping the children of South Carolina grow up to be financially literate adults is a particular…
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United Community Bank to renovate West Main St. in the new year
October 13, 2022
As part of its commitment to investing in the Laurens community, United Community Bank will begin extensive renovations to improve its downtown Laurens branch beginning in early 2023. Due to…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
