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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Why have the markets been so volatile recently?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.