Category Archives: Finance

Family budgeting workshop Sept. 10 at Richland main library

Residents can learn best practices for family budgeting at a free financial workshop sponsored by Richland County Community Development. Representatives from The Cooperative Ministries and AllSouth Credit Union will cover topics including budgeting, savings and debt management. The free workshop is 10 a.m.-noon Sept. 10 on the third floor of Richland Library Main, 1431 Assembly…
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South Carolina Community Loan Fund opens Columbia Office

The South Carolina Community Loan Fund (SCCLF) is proud to announce to opening of its newest office in Columbia. Located at 4300 North Main Street, the office will seek to provide funding for projects across the 14 Midlands counties of the state. The SCCLF is a non-profit Community Development Financial Institution founded in 2005 that…
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Homebuyer assistance program July 29-30

WHAT:    A two-day NeighborhoodLIFT event is scheduled to help prospective homebuyers purchase a home within Richland or Lexington Counties. Wells Fargo is collaborating with NeighborWorks America and its local network member, Origin, to provide matching down payment assistance grants up to $7,500 for about 365 homebuyers. The NeighborhoodLIFT program, funded with a $4.1 million investment…
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Midlands adviser wins Carroll H. Jones Award for NAIFA-SC

COLUMBIA- The National Association of Insurance and Financial Advisors (NAIFA-SC) is thrilled to recognize NAIFA-Midlands member Bruce Pope for being awarded the Carroll H. Jones Award. The award was given at the Annual Presidents Dinner at the 2016 NAIFA Convention held in Greenville, SC this past June. The Carroll H. Jones Award honors the outstanding…
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Eileen M. Stevens of Abacus Planning completes financial planning certification

Abacus Planning Group, Inc. proudly announces that Eileen M. Stevens has completed all requirements for the CFP® credential.  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  professional…
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Abacus Planning Group’s Daria M. Ali completes Registered Paraplanner certification

Abacus Planning Group proudly announces that Daria M. Ali has completed all requirements for the Registered Paraplanner (RP®) credential.  Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process.  In addition, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical…
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S.C. chapter of insurance and financial advisers group names new board

Greenville- The National Association of Insurance and Financial Advisors (NAIFA-SC) is announcing their newly elected Board members. The new Board members were sworn in on June 25, 2016 at the NAIFA-SC 2016 Annual Meeting held in Greenville. NAIFA- SC Board Members for 2016-2017 include: ·      President - Jerry Latta (Greenville) ·      President Elect - Joe…
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Edward W. Kramer named to InvestmentNews’ 40 Under 40 list for 2016

Abacus Planning Group, Inc. proudly announces that Edward W. Kramer, CFP®, EA has been named to InvestmentNews' 40 Under 40 list for 2016. The goal of this list is to recognize members of the financial advisory industry who are under 40 years of age and have changed the industry for the better. InvestmentNews reviewed over…
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Wallick Investments’ 4-star Morningstar Ratings continue

[caption id="attachment_3355" align="alignleft" width="300"] Wallick Investments team seated counterclockwise from left: Dan Wallick, Susan Wallick, Wade Stinnette, and Marc Murray. Photos by Renée Ittner-McManus/RIM Photography[/caption] Columbia, SC, May 25, 2016 - Morningstar® continues to recognize Wallick Investments’ chief equity strategy, WI Core Growth Composite, awarding the portfolio a 4-star Morningstar RatingTM among mid-cap core/blend managers…
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Abacus Planning Group’s Edward W. Kramer Earns Enrolled Agent License

Abacus Planning Group proudly announces that Edward W. Kramer, CFP® has met all requirements to become an Enrolled Agent.  Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards and are required to stay current with tax law and regulation.  Enrolled Agents may also represent taxpayers before the Internal Revenue Service. Mr. Kramer…
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