Trade Street Wealth Advisors

06/26/2026

Thank you to everyone who attended our annual family picnic and donated canned goods for Greer Community Ministries.

Your generosity helped support neighbors in our community, and we're grateful for the opportunity to give back alongside such wonderful clients. Thank you for making a difference!

06/26/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

06/25/2026

Which is the final word: your beneficiary designations or your will?

Your beneficiary designations. In almost every circumstance, it’s beneficiary designations.

It's one of the most overlooked facts in estate strategies. The beneficiary forms on file for your retirement accounts, insurance policies, and other accounts are legally binding—and they almost always override whatever your will says.

A former spouse still listed on a retirement account can inherit it. Someone written out of your will entirely can still receive an insurance payout. Assets intended for your children may pass to someone else because a form was never updated.

This applies across the board—even to payable-on-death bank accounts. 📋

The good news: a beneficiary review takes minutes. 💙

When did you last review yours?

06/24/2026

Most couples spend years preparing financially for retirement.

Very few have talked about what retirement will actually look like.

Not the number. The life.

👉 Where will you live?

👉 What will your days look like?

👉 What happens if one of you is ready to stop working and the other is not?

A 2025 Fidelity survey found that 48 percent disagree on the age they prepare to retire. And research from Ameriprise found that nearly two-thirds expect to retire at the same time, while only 11 percent actually do.

The gap between what couples assume and what they have actually discussed is where retirement quietly breaks down.

The good news is that most couples are not as far apart as they fear. They just have not had the conversation yet.

👉 If retirement is somewhere on your horizon, the most valuable thing you can do right now is not check your portfolio.

It is to sit down with your partner and start asking the questions you have both been putting off.

06/24/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

06/24/2026

One of our favorite traditions each year is gathering with the clients and friends who make our work so rewarding.

Thank you to everyone who joined us for this year’s Family Picnic. It was a joy to spend time together, catch up with familiar faces, and celebrate the relationships that mean so much to us. Your trust and support are the foundation of our business, and we’re grateful to serve such an incredible community.

A special thank you to everyone who contributed canned goods for Greer Community Ministries. Your generosity will help support local families in our community, and we're proud to be part of a community that gives back.

We'd also like to thank our amazing event partners who helped make it a memorable afternoon:
🏚️ Windy Hill Barn for providing the perfect venue
🍖 Charlie's Barbeque for the delicious food
🍦 Pink Mama's Ice Cream for the sweet treats
🎶 M1 Entertainment for keeping the music going all afternoon
🎨 Our talented face painter and balloon artist Joy Set Entertainment for bringing smiles to our youngest guests

Thank you again to everyone who attended. We enjoyed celebrating with you and are already looking forward to next year!

06/24/2026

Thank you for the thoughtful words. We value building relationships grounded in care, communication, and attention to detail.

If you're not currently a client and want to see what makes us different, we’d love to connect. Reach out today, and we’ll schedule a complimentary consultation to learn more about your needs and how we can help.

06/22/2026

Consumers continued spending in May, even as higher prices and gas costs remained part of the picture.

Retail sales rose 0.9% in May, up from a revised 0.4% increase in April. Excluding gas station sales, retail sales rose 0.7%.

The gains were broad-based, with clothing, accessories, furniture, and online sales all moving higher. Online sales rose 1.5% during the month.

The data suggests consumers are still spending, supported in part by tax refunds and steady hiring. However, economists noted that the boost from tax refunds may fade, and higher gas prices could still affect household behavior.

Some shoppers appear to be adjusting by looking for discounts, changing where they fill up, or becoming more selective with purchases.

For the broader economy, retail sales offer a useful snapshot of consumer strength — and how households respond when prices, fuel costs, and confidence all shift at once.

Shoppers stepped up their spending in May, surpassing economists’ expectations, as temperatures warmed and gasoline prices leveled off.

06/22/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

06/21/2026

Today, we’re celebrating fathers and the important role they play in our families and communities.

We’re happy to share a few photos of our team members with their dads and children as we recognize the guidance, support, and love that fathers provide across generations.

Happy Father’s Day from all of us at Trade Street Wealth Advisors.