Our goal is helping you define and execute a sound financial life plan based on your individual goals.
Welcome to the Lowcountry Retirement Services Web site,where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Lowcountry Retirement Services hopes to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This Web site is designed to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, the team at Lowcountry Retirement Services hopes you see the value of working with skilled professionals to pursue your financial goals. We are here to educate you about the basic concepts of life planning as a fresh approach to financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. Lowcountry Retirement Services hopes you take advantage of this resource and visit us often. Be sure to add the Lowcountry Retirement Services site to your list of "favorites" in your Internet browser. Lowcountry Retirement Services frequently updates our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Around the country, attitudes about retirement are shifting.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
9 Facts About Social Security
There are things about Social Security that might surprise you.
To choose a plan, it’s important to ask yourself four key questions.
Tips on insuring your teen driver.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Five phases to changing unhealthy behaviors.
Couples may be able to head off many of the problems in a marriage that money can cause.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Why are 401(k) plans, annuities, and IRAs so popular?