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.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Key questions to answer when you are considering retirement.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
It's important to make sure your retirement strategy anticipates health-care expenses.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Things to consider before retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, cracking the code on bonds.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Preparing for the unexpected can make all the difference if your family relies on your income.