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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
With alternative investments, it’s critical to sort through the complexity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
All about how missing the best market days (or the worst!) might affect your portfolio.