SmartMoney

SmartMoney Private Wealth Manager

04/29/2026

Your employer-sponsored retirement savings plan may offer a variety of tax benefits.

04/27/2026

A cash balance plan is a qualified employer-sponsored retirement plan that has become increasingly common in recent years as an alternative to (or replacement of) the traditional defined benefit pension plan. Though it is technically a form of defined benefit plan, the cash balance plan is often ref...

04/25/2026

A volunteer vacation allows you to give back, meet new people who share your interests, and immerse yourself in a different culture.

04/24/2026

The history of estate taxes in America has been a long and winding road.

04/22/2026

Your tax return is full of useful information. Here are four things you could learn about your finances.

04/20/2026

The federal gift tax applies to gifts of property or money while the donor is living.

04/18/2026
04/17/2026

Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.

04/15/2026

Medical professionals may consider seeing a financial professional to ensure their finances receive proper care.

04/13/2026

A bargain sale is either of two types of transactions. One, you sell appreciated property to a charitable entity at a sale price below its fair market value (FMV). Two, you sell property to a family member or private buyer for a price that is less than its FMV.

04/11/2026

Understand how exchange-traded funds (ETFs) work and the differences among the variety of ETFs available.

04/10/2026

You may be able to make Roth IRA contributions, depending on a few factors.

Address

1156 Bowman Road Suite: 200
Mount Pleasant, SC
29464

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Alerts

Be the first to know and let us send you an email when SmartMoney posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share