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Advice, Planning & Retirement

Advice, Planning & Retirement

Let us help you plan for tomorrow so that you can focus on today.


At CBT, we understand life can be confusing, especially when it comes to your financial well-being. Whether you are planning for three months from now, or fifty years from now, we are here to help.

This helpful section of tips, articles and financial calculators is here to guide you as you make important decisions about your future. Partner with one of our bankers to start making your dreams a reality.

Budgeting & Debt Management

Planning for the future is essential. From major events to everyday expenses, it's important to take charge of your finances.

Savings

Helpful information about saving for education, teaching your children to save, or simply preparing for a rainy day.

Loans & Mortgage

Things to consider whether you're interested in buying a home, a car, or even a boat.

Investing*

There are several types of investment vehicles to consider adding to your portfolio.

Retirement Planning/Life Stages

Wherever you are on life's path, there's always more to learn when it comes to retirement.

Calculators

Access our library of financial calculators and determine what your specific needs may be.

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

*Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. SCBT and Community Bank & Trust are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.