Charleston Retirement Planning

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.

04/15/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

04/13/2026

Hope won out over fear last week as investors set their sights on a Middle East ceasefire holding and optimistic prospects for the Strait of Hormuz reopening.The Standard & Poor’s 500 Index rose 3.56 percent, while the Nasdaq Composite...