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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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Car Affordability
How much can you afford to pay for a car?