Tuition Gift Tax Exclusion A Smart Way to Fund College By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine (October 2026) For many affluent families, supporting a child or grandchild’s education is about more than paying tuition; it’s about creating opportunities while thoughtfully transferring wealth. With college costs continuing to rise, many… Read more »
Clay Koch Named to SCBIZ Emerging Leaders | Wagner Wealth Management
Clay Koch Named to SCBIZ Emerging Leaders Previously published by The Post and Courier and UpstateBiz SC GREENVILLE, SC – Clay Koch, a wealth advisor with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40 is the next evolution… Read more »
Wagner Wealth Management Sponsors Cliffs Valley Ladies Golf Association Golf Tournament Benefiting Jasmine Road
Wagner Wealth Management Sponsors Golf Tournament Benefiting Jasmine Road GREENVILLE, S.C. — September 14, 2026 — Wagner Wealth Management was proud to sponsor the Cliffs Valley Ladies Golf Association’s annual golf tournament, held September 3 at The Cliffs Valley Golf Course. The event raised $58,000 to benefit Jasmine Road, a Greenville-based organization providing long-term residential… Read more »
Financial Advisor vs. Wealth Advisor: How to Choose
Financial Advisor or Wealth Advisor? How to Choose the Right Financial Professional By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine September 2026 When it comes to managing your finances, partnering with a trusted professional can provide peace of mind and help you stay focused on your long-term goals instead of constantly… Read more »
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under
Clay Koch of Wagner Wealth Management Named to Best & Brightest 35 and Under Published previously by UpstateBiz SC and The Greenville Blog GREENVILLE, SC – Clay Koch, a wealth manager with Wagner Wealth Management, has been awarded one of South Carolina’s most respected honors for young professionals Greenville Business Magazine annually honors the Best… Read more »
Required Minimum Distributions
Required Minimum Distributions: Understanding the rules, deadlines, and tax implications of RMDs By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published by Stroll Magazine August 2026 For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s because the government requires retirees to… Read more »
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards
Wagner Wealth Management Advisors Honored in SCBIZ Leaders in Business & Finance Awards GREENVILLE, SC – Two members of the Wagner Wealth Management team have been honored in the inaugural SCBIZ Leaders in Business & Finance Awards. CEO and Founder Dan Wagner was honored in the Wealth Advisor category, while Wealth Advisor Clay Koch was… Read more »
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement
The SECURE 2.0 Act and the Roth Catch-Up Contribution Requirement A Retirement Planning Pivot By Jennifer Osgood, President, Wagner Wealth Management Previously published in Stroll Magazine April 2026 The SECURE 2.0 Act, passed in late 2022 as a major package of retirement-savings reforms, introduced a meaningful shift in how certain older, higher-paid employees make catch-up… Read more »
Smart Tax-Filing Strategies For High Earners
Smart Tax-Filing Strategies Every High Earner Should Review This Year By Jennifer Osgood, President, Wagner Wealth Management Previously published by Stroll Magazine For high-income households, tax season is rarely just about filing forms on time. It’s an opportunity to align income, investments, charitable goals, and long-term wealth planning in a way that reduces taxes legally… Read more »
Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List
Dan Wagner Named Leader in Finance by SC Biz News’ Inaugural SC 500 List Wagner Wealth Management is proud to congratulate Founder and CEO Dan Wagner, who has been recognized as a leader in the finance industry by SC Biz News as part of its inaugural South Carolina 500 (SC 500) List. The South Carolina… Read more »