Curran Financial Partners

Curran Financial Partners We help families in coastal South Carolina plan for retirement! Registration does not imply a certain level of skill or training.

We are an independent fiduciary, meaning we always put our clients' best interests before our own. We create comprehensive retirement plans that include everything from investment options to healthcare and tax planning strategies. Our goal is to help the families of coastal South Carolina plan for the retirement of their dreams! Important Disclosure: Investment advisory services offered through Cu

rran Financial Partners, an SEC-registered firm. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. This material should not be construed as financial, tax or legal advice or used as the sole basis for financial decisions. Our firm provides investment and insurance services and is not affiliated with or endorsed by any governmental agency. All investments are subject to risk including the potential loss of principal.

06/24/2026

As AI reduces human error, will our tolerance for mistakes disappear?

Michael Reese believes expectations are changing.

Adam Curran believes there's another side to the story.

This clip sparks an important conversation about leadership, accountability, and the future of work.

🎙️ Catch the full episode on Apple Podcasts or Spotify.

06/23/2026

Remember the internet boom of the 90s?

Michael Reese breaks down why AI's growth story is different—and why infrastructure companies may be at the center of it all.

🚀 Demand isn't the problem.
⚡ Bandwidth is.

🎙️ Hear the full discussion on Apple Podcasts or Spotify.

06/22/2026

Charitable giving is still important—but the way it impacts your taxes has changed.

With the standard deduction being higher, many people aren’t seeing the same tax benefits they used to. Strategies like donor-advised funds can help bridge that gap and make your giving more effective.

06/21/2026

One of the easiest ways to evaluate a financial advisor is to ask yourself:
"Do I feel like this person is solving my problems, or selling me their solution?"

There's a big difference

06/20/2026

The word "fiduciary" gets thrown around a lot in the financial industry.

In fact, it's become one of the most common marketing phrases you'll hear from advisors.

But here's the question: if an advisor works for a firm that only allows them to offer certain products, are they really able to present every available option?

That's a conversation worth having.

06/19/2026

I learned two very important lessons recently:
1. Never criticize the Blue Angels.
2. Never criticize loud motorcycles.

Apparently both groups are very passionate.

After getting thoroughly dog-piled online, I've been told "no more."

06/18/2026

I believe we should spend more time highlighting stories of people who have achieved the American Dream.

The business owner.
The teacher.
The veteran.
The parent who sacrificed for their children.

Those stories deserve the spotlight.

06/17/2026

You don't have to look very far to see how fortunate we are as Americans.

I work in a profession where people come to us because they've worked hard, saved diligently, and built more wealth than they ever imagined.

It's easy to focus on what's wrong. It's harder—and more important—to remember what's right.

06/16/2026

I don't do a good enough job sharing the stories I get to see every day.
Stories of hard work. Family. Sacrifice. Success.
Stories that prove the American Dream is still possible.

06/16/2026

RMDs are not something you want to overlook in retirement planning. If you miss one, the IRS may charge a 25% penalty on the amount not taken, plus any taxes owed.

However, there are situations where that penalty can be reduced if corrected quickly.

If you’re unsure about your RMDs or want help staying on track, call our office to speak with a financial advisor at 843-300-1182.

Address

115 River Landing Drive
Charleston, SC
29492

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