Salley Wealth Advisors Group, LLC

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If you're self-employed, your retirement planning options may look different than someone working for a large employer.O...
07/06/2026

If you're self-employed, your retirement planning options may look different than someone working for a large employer.

One option to know about is the solo 401(k). It's designed for business owners with no full-time employees other than a spouse and may allow eligible owners to save more for retirement than some other account types.

For many entrepreneurs, it can be a powerful way to build retirement savings while maintaining flexibility.

Not sure whether a solo 401(k) fits your situation? Let's talk.

If you're collecting Social Security and still working, here's a mid-year reminder: your earnings could affect your bene...
07/03/2026

If you're collecting Social Security and still working, here's a mid-year reminder: your earnings could affect your benefits.

Before reaching your full retirement age, Social Security may temporarily withhold a portion of your benefits if your earned income exceeds certain limits. Once you reach full retirement age, those earnings limits no longer apply.

The rules can be confusing, especially if you've started a new job, picked up part-time work, or had changes in income this year.

That's why a mid-year check-in can be worthwhile. Reach out if you'd like to review how your earnings could affect your benefits this year.

Your 50s are often when retirement starts to feel less like a distant idea and more like something on the horizon. That ...
07/02/2026

Your 50s are often when retirement starts to feel less like a distant idea and more like something on the horizon. That doesn’t mean every detail has to be figured out, but it can be a good time to get clearer on where things stand.

A few areas to revisit:

• Evaluate your potential sources of retirement income, including how much to expect from each source and when
• Max out retirement contributions in your employer-sponsored retirement account and IRA
• Revisit retirement savings goals to make sure they still make sense
• Check that your estate plan is up to date
• Confirm executors and guardians are still properly chosen
• Consider contributing to an HSA to help save for current and future healthcare costs

Your 50s can be a powerful decade for turning retirement questions into a more detailed plan.

Happy National Financial Freedom Day!Financial freedom looks different for everyone, whether that means being debt-free,...
07/01/2026

Happy National Financial Freedom Day!

Financial freedom looks different for everyone, whether that means being debt-free, retiring comfortably, or simply feeling more in control of your finances.

No matter where you are today, the important thing is having a plan and taking that next step forward. If you’re ready to take a closer look at your financial plan, contact us today.

June 30 marks the halfway point of the year, and that makes it the perfect time for a financial check-in. 📅• How are you...
06/30/2026

June 30 marks the halfway point of the year, and that makes it the perfect time for a financial check-in. 📅

• How are your investments performing?
• Has your net worth grown since January?
• Are you on track to hit the goals you set at the start of the year?

A mid-year review doesn't have to be complicated. Even a quick look at your portfolio, your savings rate, and your progress toward major goals can give you a clear sense of where you stand and what adjustments, if any, need to be made before December 31.

The second half of the year is full of opportunity. The question is whether you're positioned to make the most of it.

Need a hand with your mid-year review? Let's chat.

Saving money and building wealth are not the same thing. Here's the difference:💰 SAVING is putting money aside for secur...
06/29/2026

Saving money and building wealth are not the same thing. Here's the difference:

💰 SAVING is putting money aside for security.
📈 WEALTH BUILDING is putting money to work for growth.

Saving = emergency fund, short-term goals, peace of mind.
Wealth building = investing, compounding, tax strategy, legacy planning.

You need both, but most people only have one.

A savings account protects you from next month. A wealth plan protects your family for the next generation.

Tap the link in bio to schedule your complimentary wealth review. 👇

Disclaimer: Financial services offered through Salley Wealth Advisors. Content is for informational purposes only and is not intended as specific investment, legal, or tax advice. Past performance is no guarantee of future results.

Combining finances with a partner is a big step. Before you merge the accounts, make sure you have a conversation about ...
06/29/2026

Combining finances with a partner is a big step. Before you merge the accounts, make sure you have a conversation about your money goals.

• What does each person want financially in the next 1, 5, and 10 years?
• How do you each feel about spending, saving, and debt?
• Will you split expenses equally or proportionally to income?
• What financial habits are you each bringing into the relationship?

Shared finances work best when they're built on shared expectations. Get the conversation started before you get the joint account.

Know someone who just graduated?🎓Now might a good time to talk about the student loan grace period.Many federal student ...
06/26/2026

Know someone who just graduated?🎓

Now might a good time to talk about the student loan grace period.

Many federal student loans come with a grace period of about six months before payments begin, although timing can vary depending on the loan type. That window can be helpful for getting organized, checking who the loan servicer is, understanding repayment options, and planning for when that first bill will show up.

Even if repayment is still months away, understanding the timeline early can reduce stress later.

Your 40s can be a decade where life feels full: career, family, home, future goals, and a lot of competing priorities. B...
06/25/2026

Your 40s can be a decade where life feels full: career, family, home, future goals, and a lot of competing priorities. By this stage, it’s often less about starting from scratch and more about checking that the pieces you’ve built still work together.

A few areas to revisit:

• Develop specific retirement savings goals
• Review how your 401(k) plan or IRA assets are invested as your objectives may have changed
• Keep beneficiary information up to date
• Review life insurance policies to ensure adequate coverage

A lot can change in your 40s. A thoughtful review can help make sure your plan is keeping up.

"The Lord bless you and keep you; the Lord make his face shine on you and be gracious to you; the Lord turn his face tow...
06/24/2026

"The Lord bless you and keep you; the Lord make his face shine on you and be gracious to you; the Lord turn his face toward you and give you peace." — Numbers 6:24-26

As we move through this month together, this is our prayer for every family we serve.

May your finances reflect your faith. May your plans bring you peace. And may the legacy you're building be one that honors what matters most.

Wishing you a blessed and peaceful week, Charleston. 🙏

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Summerville, SC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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