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


Required Minimum Distribution

With the holidays fast approaching, it’s important for those who are 72 and up not to forget about the Internal Revenue Service (IRS). When you turn 72, you must start withdrawing a specific amount – a required minimum distribution (RMD) – from your tax-deferred retirement accounts, such as a traditional individual retirement account (IRA) or… Read more »

October is Financial Planning Month

October is Financial Planning Month and it is an excellent time to review these six personal finance areas. Cash Management: This is a broad topic that can address many issues. One area is creating an emergency fund, which is money that’s set aside for unplanned expenses. Cash management can also include looking at your “sources… Read more »

5 Things You Need to Know About Finances When Turning 65

It’s a pivotal age for retirement planning – even if you aren’t ready to retire yet. You still haven’t reached full retirement age for Social Security. This is a big change from your parents’ retirement. For decades, 65 was the magic age for receiving full Social Security benefits. But that age started to increase for… Read more »

Guarding Against Identity Theft

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities the pandemic has seem scammers getting more creative than… Read more »

Starting a Roth IRA for a Teen

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read the full article: http://www.wagnerwealthmanagement.com/wp-content/uploads/2021/07/Jul_2021_Life_Inside_the_Park.pdf

Wagner Wealth Management spotlight

Dan Wagner and Wagner Wealth Management was recently highlighted in Elevation Living magazine. Read the full article here: http://www.wagnerwealthmanagement.com/wp-content/uploads/2021/06/Wagner-Wealth-Management-Elevation-Living-June-2021.pdf

Estate Planning: How to Help Organize Your Estate for a Smoother Transition

Estate planning is an important process to discuss and prepare for in advance. Tracking down assets, insurance, and other information can be difficult for those left behind when a loved one passes away. That’s why it’s important to draft detailed plans, ensure relevant parties are aware of your wishes, and keep all necessary documents secured… Read more »

The New Inherited IRA Rules

Do you know what has changed for IRA beneficiaries? New inherited IRA rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (IRA) distributions. The big change: the introduction of the 10-year rule for beneficiaries…. Read more »

Greenville wealth management company debunks common investing myths

Financial experts are seeing more and more people taking bad financial advice from the internet. Whether it’s Bitcoin, Gamestop or other trendy investments, financial professionals are saying it’s best to take advice form a professional that you trust. Experts said there’s a growing number of people who invest small amounts of money expecting to make… Read more »

Tidying Up Financial Clutter

Start the new year by organizing your important documents and parting with old statements, tax returns, and utility bills. It’s the beginning of the new year, and a new opportunity to get organized for a more productive and beneficial 2021. Here are some simple steps to get started. 1. Say Goodbye Many people don’t equate… Read more »