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
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.