Henry B. Summer and Company Inc.

1508 Lindsay St.
Newberry, SC 29108
(803) 276-4246

The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

Helpful Content

Tax Management Strategies

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Junk Drawer Approach to Investing

It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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