Year-End Tax Planning Could End With A Thrill This Year

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Countdown To Retirement: Seven Steps To Get Ready

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5 Estate Planning Steps To Benefit Your Elders

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Foreign Intrigue In Estate Planning

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The myRa Is Cut Short, But Other Options Abound

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6 Ways To Close The Retirement Gap

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Who Works With CWM

Giving back to the community and impacting the lives of others is an important part of who we are at Carolinas Wealth Management.

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Words From Sam

I was recently talking to a friend of mine and I told him I was not sure if I was sad or scared at what seems to be happening in our country.  FIND OUT MORE

David's Financial Tips

We certainly hope that everyone is having a great 2017 and looking forward to a relaxing, hopefully not too hot, summer.  

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Financial Second Opinion

You've  worked hard to relax and enjoy retirement. Do not leave your success to chance. Take full advantage of our complimentary, no obligation, financial second opinion. We will help you put all the pieces of your financial puzzle together.

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Retirement Income Analysis

Ensuring that your money lasts as long as you do is the single most important part of a well crafted retirement income plan.  We can help you understand how to minimize taxes and fees to grow and protect your nest egg.

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Social Security Planning

Social Security benefits are extremely complex.  Deciding when to begin social security benefits is one of the most difficult decisions when it comes to retirement income planning.  Let us help you navigate this issue.

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Company Info

Carolinas Wealth Management

5111 Trenholm Rd., Ste 100
Columbia, SC 29206
P: 803.256.0100

1300 Professional Drive, Ste 202
Myrtle Beach, SC 29577
P: 843.497.8505

119A Professional Park Drive
Seneca, SC 29678
P: 864.885.1045

ann.duckett@carolinaswealth.com