Palmetto Coast Wealth Management

Palmetto Coast Wealth Management

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You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Nobel-prize-winning investment research.
How do you find care for your special-needs child?
Compare your taxable investment to a tax-deferred one. The results may surprise you.
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
Valuation is important for business succession, estate taxes and even qualifying for a loan.
A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.
How much do you know about stocks?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement

Investment consulting and advanced financial planning

Operating as usual

Breaking Down the Parts of Medicare 11/24/2021

Breaking Down the Parts of Medicare

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

The Ivory Tower Changes Wall Street 11/23/2021

The Ivory Tower Changes Wall Street

Nobel-prize-winning investment research.

The Ivory Tower Changes Wall Street Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Tips for Finding Care for Your Disabled Child 11/18/2021

Tips for Finding Care for Your Disabled Child

How do you find care for your special-needs child?

Tips for Finding Care for Your Disabled Child The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Comparing Investments 11/17/2021

Comparing Investments

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.

Insuring Your Business Against Cyber Liability 11/16/2021

Insuring Your Business Against Cyber Liability

Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec

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?

What Is My Current Net Worth? 11/11/2021

What Is My Current Net Worth?

Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Insurance Needs Assessment: When You're Young and Single 11/10/2021

Insurance Needs Assessment: When You're Young and Single

Even if you’re #young and single, you should still consider #protecting yourself with #insurance.

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

What is the Value of Your Business? 11/09/2021

What is the Value of Your Business?

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

Monthly Market Insights | November 2021 11/05/2021

Monthly Market Insights | November 2021

A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.

Monthly Market Insights | November 2021 Monthly Market Insights | November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while the Standard & Poor’s 500 Index rose 6.91 percent. The N...

How Stocks Work 11/04/2021

How Stocks Work

How much do you know about stocks?

How Stocks Work Understanding how a stock works is key to understanding your investments.

Disability and Your Finances 11/03/2021

Disability and Your Finances

A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance

Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security Benefits: How Much Will I Receive 11/02/2021

Social Security Benefits: How Much Will I Receive

How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Roth 401(k) vs. Traditional 401(k) 10/28/2021

Roth 401(k) vs. Traditional 401(k)

Where will your retirement income come from? Do you know all the choices available?

Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Global and International Funds 10/27/2021

Global and International Funds

Do you know the difference between a global mutual fund and an international mutual fund?

Global and International Funds Investors seeking world investments can choose between global and international funds. What's the difference?

My Retirement Savings 10/26/2021

My Retirement Savings

Are you worried about outliving your retirement savings? You are not alone. #RetirementSavings

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

Does a Roth Conversion make sense? In many cases, yes. (Especially in 2021) 10/22/2021

Does a Roth Conversion make sense? In many cases, yes. (Especially in 2021)

As we near the end of 2021, many clients should be considering Roth conversions. This year, in addition to the normal discussion about whether or not to convert, clients should also take into account proposed legislation potentially...

Does a Roth Conversion make sense? In many cases, yes. (Especially in 2021) As we near the end of 2021, many clients should be considering Roth conversions. This year, in addition to the normal discussion about whether or not to convert, clients should also take into account proposed legislation potentially...

Monthly Market Insights | August 2021 08/06/2021

Monthly Market Insights | August 2021

In July, stocks notched a solid gain despite higher inflation and new COVID-19 cases.

Monthly Market Insights | August 2021 Monthly Market Insights | August 2021 U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked up 1.25 percent, while the Standard & Poor’s 500 Index gained 2.27 perce...

What Is My Current Cash Flow? 08/05/2021

What Is My Current Cash Flow?

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say? #CashFlow

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

Value vs. Growth Investing 08/04/2021

Value vs. Growth Investing

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting

Value vs. Growth Investing Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Caring for Aging Parents 08/03/2021

Caring for Aging Parents

Have a strategy for discussing healthcare with your parents. #AgingParents

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

How to Support Local Businesses During a Pandemic 07/29/2021

How to Support Local Businesses During a Pandemic

During these trying times, supporting your local businesses can be tougher than ever. Curious how you can help? Read more here:

How to Support Local Businesses During a Pandemic Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Social Security: Five Facts You Need to Know 07/28/2021

Social Security: Five Facts You Need to Know

Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement

Social Security: Five Facts You Need to Know Here are five facts about Social Security that are important to keep in mind.

Buying Auto Insurance For Teen Drivers 07/27/2021

Buying Auto Insurance For Teen Drivers

What every parent needs to know about insuring his or her #teen #driver. #insurance

Buying Auto Insurance For Teen Drivers Tips on insuring your teen driver.

Self-Employed Retirement Plans 07/22/2021

Self-Employed Retirement Plans

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Keeping Good Records is Good Business 07/21/2021

Keeping Good Records is Good Business

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Questions to Ask About Medicare 07/20/2021

Questions to Ask About Medicare

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article.

How Insurance Deductibles Work 07/15/2021

How Insurance Deductibles Work

Learn how #insurance #deductibles work, and how they can help you save money.

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

Saving for Retirement 07/14/2021

Saving for Retirement

For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Surprise! You’ve Got Money! 07/13/2021

Surprise! You’ve Got Money!

There are billions in unclaimed dollars in the US. Is some of that yours?

Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money.

Monthly Market Insights | July 2021 07/08/2021

Monthly Market Insights | July 2021

In June, stocks moved higher despite accelerating inflation and the Fed’s monetary policy pivot.

Monthly Market Insights | July 2021 Monthly Market Insights | July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent but the Standard & Poor’s 500 Index rose 2.22 percent. The Nasdaq Composit...

Term vs. Permanent Life Insurance 07/08/2021

Term vs. Permanent Life Insurance

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

How Women Can Prepare For Retirement 07/07/2021

How Women Can Prepare For Retirement

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

How Women Can Prepare For Retirement Are women prepared for a 20-year retirement?

Data Thieves from Outer Space 07/06/2021

Data Thieves from Outer Space

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Fed and How It Got That Way 07/01/2021

The Fed and How It Got That Way

[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.

Four Really Good Reasons to Invest 06/30/2021

Four Really Good Reasons to Invest

The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.

Four Really Good Reasons to Invest There are four very good reasons to start investing. Do you know what they are?

Videos (show all)

In The Midst Of COVID-19, How Do I Know My Financial Plan Is Still On Track?
Have You Ever Gotten a Hot Stock Tip?
As an investor, what's your biggest fear?
Why Markets Work
Investing vs. Speculating
Two Questions Every Investor Wants to Answer, Part 1
Do You Understand Your Investment Approach?

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3520 West Montague Ave.
North Charleston, SC
29418

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Monday 9am - 5pm
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Wednesday 9am - 5pm
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International Diving Institute, LLC International Diving Institute, LLC
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Paul Mitchell the School Charleston Paul Mitchell the School Charleston
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