Kincaid Retirement & Wealth Management, LLC

Kincaid Retirement & Wealth Management, LLC At Kincaid Retirement & Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.

Insurance products are offered through the insurance business Kincaid Retirement & Wealth Management, LLC. Kincaid Retirement & Wealth Management, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Kincaid Retirement & Wealth Management, LLC are not subject to Investment Adviser requirements. 3024456 - 10/25

06/15/2026

Working part-time in retirement can be a great thing — financially, socially, and mentally.

But as Rebecca says, your entire retirement plan shouldn’t depend on it.

Because one day, you may simply want to sit in a chair, relax, travel, spend time with family, or just enjoy life without needing to work. And your retirement plan should still support that.

The goal is flexibility: having the option to work, not the obligation to work.

06/13/2026

Retirement Myth vs. Reality #1 👀

A lot of people think retirement planning is something they can “figure out later” — but waiting too long can make things much harder in the future.

The truth? Most people spend more time planning a vacation than planning their retirement. ✈️💰

In this new series, Rebecca breaks down common retirement myths and shares what people should really know when planning for the future.

Planning early doesn’t just help your money grow — it helps give you more confidence, flexibility, and peace of mind later on.

06/11/2026

Retirement income can feel confusing — especially when terms like pensions and annuities get thrown around all the time. 🤔

In this video, Rebecca breaks down:
- What a pension actually is
- Why do fewer people have them today
- What options exist if you don’t have one
- How annuities work and when they may make sense

The goal in retirement isn’t just saving money — it’s creating reliable income that lasts.

06/10/2026

If you have a retirement account, you need to know what an RMD is. 👇

Required Minimum Distributions are one of those things nobody talks about until it's almost too late — and missing them comes with a penalty you really don't want to deal with.

We asked Rebecca three questions I know a lot of you have been wondering:
What exactly is an RMD?
What happens if you don't take it?
And what age do you have to start?

Her answers are ones you'll want to save for later — especially if you're in your 50s or early 60s and retirement is getting closer on the horizon.

This is the kind of stuff that doesn't make headlines but absolutely affects your bottom line in retirement. 💰

Honored and humbled. 🤍Rebecca has been named to the SC Women in Business 2026 list — and we couldn't be more proud of ev...
06/04/2026

Honored and humbled. 🤍

Rebecca has been named to the SC Women in Business 2026 list — and we couldn't be more proud of everything she has built and continues to build for her clients and this community.

Thank you to everyone who has been part of this journey. This recognition belongs to every client who has trusted us with their future.

06/03/2026

Your 401(k) questions — answered honestly. 💬

We asked, you wanted to know. Rebecca breaks down the three questions she gets most about 401(k)s:

→ What's the #1 mistake people make with their 401(k)?
→ Should you cash it out when you switch jobs? (Spoiler: almost never.)
→ What actually happens to it when you retire?

Save this one. These answers could save you thousands in penalties and lost growth, depending on your situation.

Whether you're in your 40s, 50s, or staring retirement in the face — this one is for you. 👇One of the biggest mistakes I...
06/01/2026

Whether you're in your 40s, 50s, or staring retirement in the face — this one is for you. 👇

One of the biggest mistakes I see people make is thinking retirement planning is something you do right before you retire. The truth is, what you do in your 40s looks completely different from what you should be doing in your 60s — and every decade matters.

Your 40s are about building. Your 50s are about accelerating. Your 60s are about protecting what you've worked so hard to create.

Swipe through for the decade-by-decade roadmap — and save this one. Wherever you are right now, there's something in here for you. 💛

05/26/2026

Nobody wants to talk about this one — but it could be the expense that derails your entire retirement plan. 🏥

Most people spend years saving for retirement. They plan for housing, travel, the fun stuff. But healthcare? It almost always gets underestimated — and the numbers are sobering.

Rebecca breaks down why healthcare is the expense she sees catch people off guard more than anything else:
Medicare doesn't cover everything. Long-term care isn't cheap. And if you retire before 65, you're on your own for coverage until Medicare kicks in.

The good news? This is absolutely something you can plan for — if you start early enough.
If you're in your 40s or 50s and healthcare isn't part of your retirement conversation yet, this one's for you. 👇

05/22/2026

If you know us, you know we love a mini-mic. Today’s question is what does dream retirement look like for you?🎤

05/21/2026

We asked the team: what's the worst money advice you've ever received? 🎤

The answers did not disappoint. 😂

Drop the worst money advice YOU'VE ever gotten in the comments — we have a feeling this thread is going to be wild. 👇

Address

9 Caledon Court, Suite B
Greenville, SC
29615

Website

Alerts

Be the first to know and let us send you an email when Kincaid Retirement & Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category