Charleston Retirement Planning

06/16/2026

Discover the latest market update from Charleston Retirement Planning. Learn how inflation trends, market performance, major IPO activity, and global events are shaping investment strategies, retirement planning, & long term financial goals

Stocks moved higher as investors welcomed easing inflation concerns, Middle East diplomatic progress, and the largest IPO on record. Get the latest market recap, inflation insights, key economic data, earnings updates, and financial tips.

06/11/2026

Congratulations to Kaitlyn on being named Employee of the Year for the second year in a row! 🎉

This recognition is a true reflection of the dedication, positivity, and excellence she brings to our team every single day. As Ken shared, Kaitlyn is always happy, efficient, hardworking, and consistently brings a wonderful attitude to everything she does. Her commitment to our clients and support of our team make a lasting impact, and we are incredibly grateful to have her at Charleston Retirement Planning.

Thank you, Kaitlyn, for all that you do. This honor is well deserved, and we are proud to celebrate you once again! 👏🏆

05/29/2026

Charleston Retirement Planning continues to grow with the addition of newly licensed advisor Sean Ludwick and the return of Ethan Cobb following his Trinity College graduation and Series 7 success. We’re excited for the future ahead!

Charleston Retirement Planning announces exciting team growth with Sean Ludwick as a fully licensed advisor and Ethan Cobb returning after graduating from Trinity College and passing his Series 7 exam.

05/29/2026

Markets don't take vacations. But your strategy is built for the bumps.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/19/2026

05/15/2026

Mom taught me that “waste not, want not.”
That grocery lists matter.
That rainy day jars aren't just for spare change; they’re one way she prepared for life's "what ifs."

Whether she balanced the checkbook down to the penny or found creative ways to stretch a budget, many of us carry her financial wisdom with us.

What’s a money lesson your mom shared that still sticks with you?
Drop it in the comments, we’d love to hear what stayed with you.

05/11/2026

Financial self-care isn’t indulgent; it’s intentional.
It’s the quiet check-in before a purchase, the boundaries that keep your goals on track, and the awareness that helps you spend with purpose.

Small actions can build healthier money habits over time. Start where you are, and remember, paying attention to your finances is a way of caring for yourself!

05/10/2026

05/04/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it’s a good time to pause and check in with yourself. Sometimes, even one small financial step, like reviewing an account balance or setting up an automatic payment, might help manage your stress and bring a sense of control.

And remember: if you’re struggling with mental health, reaching out to a trusted professional or support resource can make a difference.