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Lowcountry Retirement Services

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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.

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Markets React

When markets shift, experienced investors stick to their strategy.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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