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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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Car Affordability
How much can you afford to pay for a car?