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 »
Wagner Wealth Management Honored for Empowering Women
Wagner Wealth Management Honored for Empowering Women Previously published by The Greenville Blog GREENVILLE, S.C. — Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024. Winners were selected by an internal panel of judges based on a variety of… Read more »
Helping Grandchildren Pay for College: Smart Strategies for Affluent Families
Investing in the Future: Helping Fund Your Grandchildren’s Education By Jennifer Osgood, President, Wagner Wealth ManagementPreviously published by The Greenville Blog For many families, legacy isn’t just about leaving behind wealth—it’s about creating opportunity. Among the many ways you might use your wealth to provide opportunities for future generations, helping fund your grandchildren’s education is… Read more »
Wagner Wealth Management honored as Best of the Upstate
GREENVILLE, S.C. — For the third year in a row, Wagner Wealth Management has been honored as the top investment firm in the Upstate, according to the readers of The Greenville News. Best of the Upstate celebrates and recognizes the top people, places, and businesses the regional community offers. Using a two-tiered voting system, thousands… Read more »
Small Business Owners and Wealth Advisors
As a small business owner, your decisions directly affect your business, your family, and your employees. It’s imperative to be well informed about how to maximize your company’s growth potential in order to secure your future, both personally and professionally. Partnering with a wealth advisor is a proactive way to access resources and financial expertise…. Read more »
Business Succession Options
If you’re a business owner, you’ve likely poured your heart and soul into your business, and it’s hard to imagine how it will go on without you. However, odds are that the business you’ve worked so hard to create will be owned by someone else in the future. You will either give up the helm… Read more »
Put Your RMD to Work
Generally, beginning at age 73, retirement account holders must take Required Minimum Distributions (RMDs) from their tax-deferred retirement accounts, including Traditional, Rollover, SEP, and SIMPLE IRAs and employer sponsored retirement plans. These distributions are subject to federal, and sometimes state, income taxes. RMDs are not optional. If you don’t take your RMD, or take out… Read more »
Preparing for the Unforeseen
Life is full of unforeseen events, and envisioning what happens after you pass away isn’t easy for anyone. However, ensuring that your loved ones have access to essential financial information can provide a measure of comfort during a very unsettling time. By organizing your affairs in advance and sharing that information with your loved ones,… Read more »
Financial Tasks to Take Off Your To-Do List
When it comes to your finances, sometimes doing nothing is the best thing to do. Financial to-do lists are plentiful, and while it is always smart to check on the rules around charitable giving or set financial goals to follow, knowing what to skip can be just as important. Consider this list of suggestions for… Read more »
Wagner Wealth Management’s Clay Koch named to GSA’s Forty under 40
Clay Koch, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Report’s Forty Under 40 list for 2025. GSA Business Report’s Forty Under 40 celebrates the success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mix of industry, professional, and… Read more »