Anchor Investment Management’s investment associate, Robert Norman, earns CERTIFIED FINANCIAL PLANNER® certification
January 14, 2026
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Robert Norman, investment associate, has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification—one of the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette Category: accounting, business-services, financial-advisors, on-the-move
Michelle Cumbie joins Signature Wealth’s Pawleys Island team
December 18, 2025
Signature Wealth Group announced that Michelle Cumbie has joined its growing Pawleys Island office as a Senior Wealth Advisor, adding another experienced planner to the firm’s coastal team. Cumbie brings…
Read MorePosted in: lowcountrybizsc, georgetown-sc-gazette Category: financial-advisors, on-the-move
Berkeley County mega boat landing scheduled to open May 2026
November 4, 2025
Site spans 15 acres on Lake Moultrie in Moncks Corner Berkeley County’s Mega Boat Landing is set to open May 2026. The site was previously Atkins Boat Landing/Lions Beach, located at…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Advisor.com, WSJ Buy Side enter strategic business partnership to expand access to financial advice
September 30, 2025
Advisor Network includes Creative Planning, Edelman Financial, Empower, Pure Financial and Vanguard CHARLESTON, SC. & NEW YORK – Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice,…
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Anchor Investment Management’s senior relationship manager, Brian Blackwelder, earns prestigious IACCP ® compliance designation
September 2, 2025
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Brian Blackwelder, CFP®, senior relationship manager, has earned the prestigious designation of Investment Adviser…
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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
SC trial attorneys launch national firm as Indexed Universal Life insurance schemes soar across the state
August 6, 2025
Founder Robert Rikard has recovered tens of millions for clients misled by “tax-free retirement” and investment-based insurance schemes surrounding Indexed Universal Life products. South Carolina trial attorneys Robert Rikard and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: business-services, financial-advisors, insurance, law, marketing-and-communications, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024
Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, non-profit, on-the-move
Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024
The Financial Planning Association (FPA) of South Carolina is excited to announce its Annual Symposium, taking place on October 1, 2024, at the Columbia Metropolitan Convention Center. This premier event…
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Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024
Alexandra (Alex) Chastain of Abacus Planning Group earned the Certificate in Family Business Advising (CFBA) from the Family Firm Institute’s Global Education Network (FFI GEN). The Global Education Network is…
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Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus Planning Group welcomed Michael Holt to its financial planning team as a Support Advisor. As a member of the financial planning team, Michael works closely with senior advisors to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Abacus Planning Group Advisor, Anne Marie Ashworth, appointed to the Board of Directors for New Horizon Family Health Services
July 1, 2024
Abacus Planning Group announces the appointment of Anne Marie Ashworth, CFP® to the board of directors of New Horizon Family Health Services, Inc. New Horizon Family Health Services has been…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: financial-advisors, non-profit, on-the-move
Northwestern Mutual receives top workplaces award in South Carolina for seven consecutive years
June 3, 2024
Energage, an employee survey firm, named Northwestern Mutual as a Top Workplace in South Carolina for the seventh consecutive year. Northwestern Mutual’s South Carolina offices were ranked fourth out of…
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Provident Business Financial Services named top SBA 504 Lender by the Small Business Administration (SBA) for the seventh consecutive year
April 11, 2024
Provident Business Financial Services, Inc. (Provident), a statewide Certified Development Company and SBA commercial real estate lender, has been named #1 SBA 504 Lender in South Carolina by the U.S.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, financial-advisors, on-the-move
Abacus Planning Group welcomes Lucy James to its Client Service Team
January 29, 2024
Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She…
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Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024
Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office…
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Rick Durkee elected to the regional Better Business Bureau Board
November 21, 2023
The board of directors for the Better Business Bureau (BBB) of the Midlands and Lowcountry of South Carolina elected Charleston businessman Rick Durkee as their 2024 Treasurer. Mr. Durkee founded…
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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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Abacus Planning Group’s founder, Cheryl R. Holland, CFP ®, inducted into Barron’s Advisor Hall of Fame
October 19, 2023
For the last 10 years, Cheryl Holland has been ranked as a Top 100 Advisor by Barron’s. This impressive feat has earned Ms. Holland a spot in the Barron’s Advisor…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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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Abacus Planning Group Advisor earns IRS Enrolled Agent designation
September 21, 2023
Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move, veterans
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, business-services, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, insurance, marketing-and-communications, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
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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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
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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The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, education, financial-advisors, on-the-move
The Tale of Two Savers
July 13, 2022
Albert Einstein is reputed to have said, “Compound interest is the eighth Wonder of the World. He who understands it earns it; he who doesn’t, pays for it.” What is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, financial-advisors
Financial Advisor
May 31, 2022
20 years strong and still growing, there has never been a better time to become a part of the progression at Commonwealth. At Commonwealth the value we provide our clients…
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Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Charitable Gifting with Appreciated Securities
March 31, 2022
By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Coastal Financial Planning Group CEO named to local BBB Board
February 10, 2022
Rick Durkee, founder and president of the Coastal Financial Planning Group, has been elected to the board of directors of the BBB Serving Central South Carolina and Charleston. The local…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Upcoming Origin SC’s workshops in February 2022
February 2, 2022
FREE Workshops focusing on Homeownership, Credit, and Budgeting Origin SC will host free financial education & homeownership workshops in February and is offering a brand new open forum series of…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, non-profit, on-the-move
Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Northwestern Mutual expands east coast footprint
November 17, 2021
Zach Walker, a financial advisor for Northwestern Mutual, has relocated from Colorado Springs, CO to Myrtle Beach, SC to serve the Grand Strand of South Carolina. Northwestern Mutual, a leading…
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Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
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Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
