Alderman, Laney & O'Brien

02/11/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

02/09/2026

The best time to protect your income is when you’re healthy and working. Costs rise as you age, and coverage can become harder to get. Let’s explore options that fit your life now and in the future. Contact me to learn more.

02/06/2026

Looking forward to our annual Oyster Roast on Sunday, February 22, and hoping for good weather again.

02/04/2026

Looking forward to another fun Oyster Roast on Sunday, February 22, 2026.

Learn about upcoming financial seminars and financial events in Charleston, SC, hosted by financial advisor: Brad Waite.

01/20/2026

Cognitive decline impacts more than just quality of life—it can also result in substantial long-term care expenses. The good news? There are proactive steps you can take to help protect both. Let’s connect to explore strategies that can make a lasting impact.

01/01/2026

Market downturns and corrections can be nerve-wracking—but they are normal parts of the market cycle.

When you focus on short-term market movements, it’s tempting to let emotions drive your investment decisions. But don’t let short-term upsets derail your long-term growth potential. By staying disciplined and remaining invested despite these fluctuations, your portfolio may be in a better position to achieve positive returns over time.

12/10/2025

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.

11/28/2025

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.

11/20/2025

It’s normal to have a lot of questions about the best way to protect yourself and your loved ones from uncertainty. We can show you options and help you prioritize based on your unique financial goals.

11/04/2025

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?