By February, most people have moved on from their New Year’s resolution. Whether or not your New Years’ Resolutions are still going strong, there are certain items to consider each year to keep you financially strong. We’ve compiled a list of 10 habits made by financially successful people. Read more here: Ten Habits of Financially… Read more »
Reduce Estate Taxes with the Portability Provision
If you have a large estate, gifting assets during your lifetime is a strategic way to help reduce estate taxes and maximize the inheritance your beneficiaries will one day receive. Gifting during your lifetime also gives you control of how your assets are distributed and provides you the opportunity to see your beneficiaries put your… Read more »
Wagner Wealth Management earns Best Financial Planner honor
GREENVILLE, S.C. — More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that Wagner Wealth Management has taken home a Greenville’s Readers’ Choice award from The Post and Courier. This latest honor comes after Wagner… Read more »
A Child’s Haven Holiday Benefit Brunch 2024
Wagner Wealth Management is honored to be an In-Kind Sponsor of the annual Holiday Benefit Brunch benefitting A Child’s Haven, held on December 6, 2024. A Child’s Haven is a local non-profit organization that provides treatment to children who have developmental delays due to limited resources, abuse, or neglect and supports their families. President Jennifer… Read more »
Wagner Wealth Management earns three SC Business Awards
Wagner Wealth Management was recently honored with three SC Best in Business Awards. After nominations and a round of voting by the public, the firm received two Gold Awards for Best Wealth Management Company and Best Financial Brokerage Firm, and also earned a Silver Award for Best Company of the Year in the 1 to… Read more »
5 Things You Need to Know About Retirement When Turning 65
65 is a pivotal age for retirement planning — even if you aren’t ready to retire yet. Here, we’ve put together a short list of five things you should know as you head into this new phase of life. Read more here: 5 Things You Need to Know About Retirement When Turning 65 Dec 2024
End-of-Year Investing Strategies
As the year comes to a close, now is the perfect time for investors to review their portfolios and set themselves up for success in the new year. Here, we’ve compiled a few strategies investors can discuss with their wealth advisor to maximize their portfolios and finish strong. Read more here: End of Year Investing… Read more »
Dan Wagner, “Wealth of Experience”
Dan Wagner, founder and CEO of Wagner Wealth Management, was recently featured in the Greenville News Sunday Business Section. The article, titled “Wealth of Experience,” gives a glimpse into Dan’s vision for the firm, as well as the events that led him to create a unique space in the wealth management sector. Read more here:… Read more »
October Is Financial Planning Month
October is Financial Planning Month. This is an excellent time to review six major personal finance areas: cash management, investment approaches, retirement preparation, protection strategies, tax management, and estate strategies. For more details, read more here: October is Financial Planning Month
GCMSA “Rock With the Docs” Benefitting Front Porch Housing
Wagner Wealth Management was honored to be a sponsor of the Greenville County Medical Society’s (GCMSA) 2024 “Rock with the Docs” event. This highly successful event, showcasing the talents of five local bands in a “Battle of the Bands” format, raised over $60,000 to benefit Front Porch Housing, a Greenville-based, non-profit organization. Front Porch Housing… Read more »