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 »
Year-End Financial Planning Strategies: 5 Questions to Consider Before the Conclusion of the Year
With the final days of 2020 quickly approaching, now is an excellent time to review your financial plan and consider implementing strategies that will best position you for success in the coming year. If changes have occurred in your personal or professional life that have had an impact on your family or your business, taking… Read more »
How Elections Affect Markets
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors? These are the questions investors and financial professionals often consider in election years. When the political and economic climate are challenging, the market discounts the added uncertainty of the election outcome and what policy changes may occur,… Read more »
The Upstate is about to boom. Is now the time to invest in it?
Love where you live? Maybe now is the time to invest in its future growth. The Upstate is expected to hit about 1.75 million residents by 2040, an increase of about 400,000 from where it is now. Of that, an estimated 220,000 will be in Greenville County alone. To put that in perspective, Greenville grew… Read more »