Broker Check

Lowcountry Retirement Services

A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate The Richest Man in Babylon


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

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

 

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

View all articles arrow

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

How Compound Interest Works

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

View all calculators arrow

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

View all presentations arrow

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos arrow