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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Marriage changes everything, including your insurance needs.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Do your insurance needs stay the same when the nest empties?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know these three personal finance sayings?
There are hundreds of ETFs available. Should you invest in them?
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?
When should you take your Social Security benefit?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate