“An investment in knowledge pays the best interest.” – Benjamin Franklin


2023 Best of the Upstate Finalist

We’re a finalist for “Best Investment Firm” in the 2023 Best of the Upstate Community’s Choice Awards. Sincere thanks to our clients, business partners, and friends who gave us their vote!

Big Picture Retirement Planning

Traditionally, retirement planning focuses on the financial aspects of leaving the workforce. Much time and effort are spent examining our savings and investments to ensure we can retire by a certain age. Perhaps you’re already planning for how and when you will retire. But are you prepared for what you will do when that day… Read more »

529 Plans

May 29 is 529 College Savings Day, a day to raise awareness about the value of planning and saving for the rising cost of education with 529 plans. One of the main advantages of a 529 plan is the ability to grow savings for educational expenses tax-free. Read the full article here: https://wagnerwealthmanagement.com/wp-content/uploads/2023/06/May_2023_529-Article.pdf

Plan for Four Retirements Rather than One

Retirement can span decades, and it changes as you age. Everyone’s retirement will look different, but most people have four distinct phases of retirement. Understanding and adequately planning for these stages is key to accomplishing your ideal retirement. Read more here: https://www.wagnerwealthmanagement.com/wp-content/uploads/2023/04/Plan-for-Four-Retirements-Rather-Than-One-April-2023-Article.pdf

Getting Ready for Tax Season

Are you ready for tax season? Filing your taxes can be stressful, but it doesn’t have to be. Understanding tax basics and planning ahead can help you keep more money in your pocket and make preparing your taxes easier. The sooner you gather your tax forms and get ready to file, the less stress you’re… Read more »

Estate Planning Resolutions

The start of a new year is the ideal time to review your estate plan. As time goes by and circumstances change, a periodic review of your assets and your plan for them is imperative to keep your plan on track. In the event you become incapacitated or pass away, a good estate plan will… Read more »

Financial Advisers and Wealth Managers

Working with a financial adviser or a wealth management firm is the key to alleviating the burden of constant financial monitoring. Enlisting the services of a solid financial team enables individuals to focus on the bigger picture of their financial goals. The question then becomes: Do I need a financial adviser or wealth manager? Read… Read more »

Tax-Loss Harvesting: Turning a Negative Into a Positive

Conventional investing wisdom is to buy low and sell high. But you may be able to lower your tax liabilities by going against that wisdom and selling investments at a loss. In a non-retirement account, tax-loss harvesting is the process of intentionally selling investments that have lost value. There are a variety of reasons it… Read more »

Elections and Investing

During the month of November, it is normal to have politics on the mind and to wonder how one party might change the course of the market with new legislation and executive orders. Decisions made during elections cycles can be driven by emotion rather than facts. Here are some reasons to stay the course during… Read more »