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By Bart Street, CFP®, Street Wealth Management Published: July 13, 2026 The single most consequential financial decision most retirees make is when to claim Social Security. It's also the one people most often make based on emotion, rumor, or fatigue rather than math. The wrong answer can cost a household hundreds of thousands of dollars over a lifetime. The right answer is almost never the same for any two situations. This Q&A covers the questions I hear most from clients in

By Bart Street, CFP®, Street Wealth Management Published: June 15, 2026 Most of the people who call my office in Greenville aren't asking for investment tips. They're asking better questions: "I'm rolling over my 401(k) — what do I actually need to know?" "Can I retire when I want to, or do I need to keep working?" "Why is everyone telling me to do Roth conversions, and is that right for me?" This Q&A covers the questions I get most often — from clients in Greenville, the Ups

Planning for retirement can feel overwhelming, especially when you own a business. You’re juggling daily operations, managing employees, and thinking about growth. But have you paused to consider your own financial future? Retirement planning for business owners is unique. It requires a tailored approach that balances your business goals with your personal financial security. Let’s explore the essentials you need to secure a comfortable retirement. Why Retirement Planning for

Introduction If you live in the Greenville, SC area and you're within 10 to 15 years of retirement, one question probably keeps you up at night: will I have enough? It's the right question to ask. And the honest answer is it depends on a number of factors that are unique to your situation. But there are proven frameworks that help you get to a number, build a plan around it, and retire with confidence. As a fiduciary financial advisor in Greenville, SC with over 25 years of e