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 »
Financial Planning: A Proactive Approach
In the ever-evolving landscape of personal finance, having a comprehensive and up-to-date financial plan is crucial for long-term financial success. A financial plan is not a one-time document; rather, it should be a dynamic roadmap that adapts to changes in your life, goals, and the broader economic environment. Regularly updating your financial plan is a… Read more »
Market Timing: Predicting the Unpredictable
Market timing is a strategy that uses predictive methods to move investment money in or out of a financial market or to switch funds between asset classes. Whether successful market timing is possible is a matter for debate, though nearly all market professionals agree that doing so is a difficult and time-consuming task. Read the… Read more »
Wagner Wealth Management’s Osgood Named to 2024 Women of Influence
Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wagner Wealth Management in 2007. She… Read more »
Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners
Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies, law firms, nonprofits, and other organizations to advance women in the workplace and community. Empowering Women honorees demonstrate a track record of hiring and promoting women; support programs… Read more »
Business Succession Planning
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 »
Wagner Wealth Management named Best of the Upstate
Greenville News readers have named Wagner Wealth Management Best Investment Firm in the Upstate. Best of the Upstate celebrates and recognizes the top people, places, and businesses that the regional community has to offer. Using a two-tiered voting system, thousands are nominated across numerous categories. For almost two decades, Wagner Wealth Management has specialized in… Read more »
Small Business Owners and Wealth Advisors
As a small business owner, the decisions you make at work directly affect the success of your business, your family members and the employees who work for you. It’s imperative to be well informed about how to maximize your company’s growth potential and secure your future, both personally and professionally. Read the full article here:… Read more »
Herman joins Wagner Wealth Management
GREENVILLE, S.C. – Jeff Herman has recently joined Wagner Wealth Management as an Equity Partner. Herman has more than 25 years of experience in the financial services industry, holding positions of client advisor, sales representative, sales manager and chief distribution officer for various firms including Dreyfus Investments and AXA-Equitable Life Insurance. His most recent position… Read more »