OUR BLOG

We welcome you to read our blog with tips and advice on all of your money matters!

Having the “Money Talk” with Aging Parents

Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and ...

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Are You Following the Financial Herd?

Herd mentality is the tendency to follow the actions of a larger group, even when those actions might not be in one’s best interest. When it comes to finances, herd ...

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Investing 101: Compound Interest

Compound interest might sound complex, but it’s actually based on a very simple principle: earning interest on your interest. Here’s a clear and simplified way of understanding this important concept. ...

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Why Your College Student May Need a Healthcare Proxy

When it’s time to send our children to college, there’s a lot to think about—securing financial aid, moving their stuff, finding them a place to live. It’s easy to see ...

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  • 110 N Main St Greenville, SC 29601
  • 129 SE Main St Simpsonville, SC 29681
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered by duly registered individuals through Burgess Investment Group, LLC


Insurance products and services offered through Big Money Management, LLC Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency.

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