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.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How Medicare can address health care needs in your retirement strategy.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Do you have an estate strategy? You should.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?