Whether you are a large or small investor you can select with us either a nationally known money management program or our own custom tailored plans but all will have a form of loss prevention included.Learn More
With so many issues to consider especially in regard to social security benefit choices, we will guide you to find ways for appropriate and relevant answers in order to provide and maintain the dollars you need to have the quality of life you want for all the years to come.Learn More
We’ll help you be sure your assets pass to exactly your wishes and at the lowest possible cost.Learn More
With almost 40 years of experience we always look to the best possible choices for managing these risks always avoiding any mediocrity.Learn More
Wealth Wise of the Carolinas
Specializes in providing wealth management advice to individuals and small business owners in the area. With more than 30 years in financial services, our innovation and experience combine to provide you high quality advice in financial planning and the management of personal financial issues.
- An advanced and unique method of determining the successful dependence on your retirement income.
- An expertise in current Social Security Planning so the choices you may one day make will be the right ones.
And… with a wide range of life and health Insurance experience, we can find the best way to manage any potential risks you might face beyond your control.
Everyone, no matter what their wealth or income might be, should measure their planning or, even lack of planning, to our tools if only as a frame of reference or, more importantly, to discover financial issues you might not be even aware of. We certainly hope that we can be of some assistance for you to achieve either more control of these issues or better yet …financial independence... especially in retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Five creative (and inexpensive) ideas for motivating your employees.
Marriage changes everything, including your insurance needs.
Here’s a guide to explain all the parts of Medicare.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a quick guide to checking to see if you have unclaimed money.
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years. Are you prepared to fill that many days?