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

Wagner Wealth Greenville

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 on to learn more about how doing this may benefit both of you. Starting a Roth IRA… Read more »

Diversify to Outpace Inflation

With inflation affecting our day-to-day lives, some investors are rightfully concerned about how it may impact their financial portfolios. While there is no way to make your portfolio completely inflation-proof, diversification is a fundamental strategy that can help protect your investments from inflation and general market fluctuations. Read more here: Diversify to Outpace Inflation

2024 Best of the Upstate Finalist

We are proud to announce that Wagner Wealth Management is a finalist for “Best Investment Firm” in the 2024 Best of the Upstate Community’s Choice Awards. Sincere thanks to our clients, business partners, and friends who voted for us!

Dancing for our Heroes with the Rotary Club of Greater Anderson

Wagner Wealth Management was honored to sponsor the Rotary Club of Greater Anderson’s 2024 “Dancing for our Heroes—Music of Motown” event. This highly successful event, featuring 12 dance duos in a competition-style format, raised an impressive $128,398 to benefit 12 Anderson-area charities. This is the 17th year the Rotary Club has held the event, raising… Read more »

A New Option for 529 Plan Funds

Investing in a 529 plan is one of the most popular ways families save for their children’s education. However, what happens to the money if the beneficiary doesn’t go to college or doesn’t need the full amount in the account? Starting in 2024, the SECURE 2.0 Act has instituted a new provision that allows account… Read more »

Don’t Fall in Love with Your Investments

This month is filled with thoughts and feelings of love and happiness. In the context of Valentine’s Day, making an emotional decision is good; however, when it comes to investment decisions, you should avoid basing these on a particular emotion. Many investors are emotional and reactionary, and fear and greed are heavy hitters in that… 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 »

Wagner Wealth Management spotlight

Dan Wagner and Wagner Wealth Management were 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

Wagner Wealth Management to open Seneca Office

GREENVILLE, S.C. – Wagner Wealth Management will open its third office in Seneca this week – further expanding the reach of this Upstate firm. “This new office will allow us to better serve our existing clients and build new relationships too,” said Dan Wagner, president of Wagner Wealth. “We are here to help you plan… Read more »