For more than two decades, Carolina's Wealth Management Group, Inc. has been dedicated to providing personalized, top-quality insurance policies that offer peace of mind. As your locally owned, family-run insurance agency in Greenville and Duncan, SC, we take pride in delivering tailored coverage to match your specific needs. Whether you need customized home, auto, life, commercial business insurance, or any combination, we have you covered. We even offer financial planning to help you make sure you are prepared for the future.
As a local independent insurance provider, we partner with multiple carriers, allowing us to provide a wide array of coverage options. Our expert agents will carefully assess your situation and develop a tailored plan that will secure what matters most to you. Reach out to Carolinas Wealth Management Group, Inc. for a free quote.
Newsletters
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.