Year-Round Tax Strategies for High-Net-Worth Families and Business Owners By Angela Gravley, Director of Accounting, Wagner Wealth Management Previously published in Stroll Magazine July 2026 For many individuals, tax planning begins in early spring and ends with a signature on a return. But for high-net-worth families and business owners, the most effective tax strategies are… Read more »
Time to Revisit Your Retirement Strategy
Does Your 401(k) or 403(b) Plan Need Attention? By Clay Koch, Wealth Advisor, Wagner Wealth Management Previously published on The Greenville Blog One of the most powerful vehicles in your financial arsenal is your employer-sponsored retirement plan. Whether you have a 401(k), 403(b), or both, now is the perfect time to review your contributions,… Read more »