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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Good employee health can be great for the company’s bottom line.
Tips to avoid checking in luggage on your next vacation.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Couples may be able to head off many of the problems in a marriage that money can cause.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?