Charleston Retirement Planning

09/02/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

09/01/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

08/31/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

08/30/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

08/29/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

08/28/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

08/27/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

08/26/2026

Test your estate strategy knowledge with this short quiz.

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08/25/2026

How literate are you when it comes to your finances? Brush up with these five basics.

08/24/2026

Big congratulations to Ethan Cobb!

We’re thrilled to celebrate Ethan on passing his Series 66 and officially becoming a Financial Advisor!

Ethan’s journey to this milestone is a testament to his tenacity, determination, and commitment to excellence. From day one, he has brought tremendous value to our team; not only through his hard work and willingness to learn, but through the energy, thoughtfulness, and dedication he brings to everything he does.

Passing the Series 66 is a major accomplishment, but we know it’s just the beginning. Ethan has already made a meaningful impact on our team, and we’re excited to see him continue to grow, serve our clients, and step into this next chapter of his career.

We couldn’t be more proud of you, Ethan. We know there are only good things ahead! 📈