Retire Coastal Carolina

05/29/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

05/29/2026

If you live to 95, will your money?

If you're too aggressive, will you come up short? Too conservative, and you leave quality of life on the table.

Also, will the life you are living at 70 change as you age? Have you considered how changing withdrawal rates can affect everything from estate management strategies to retirement strategies?



Disclosure: The portfolio is composed of 50 percent stocks, 40 percent bonds, and 10 percent Treasury bills. It is assumed that a person withdraws a hypothetical percentage each year. Historical returns based on the period January 1, 2001, to December 31, 2025. Stocks are represented by the Standard & Poor's 500, which is an unmanaged group of securities & considered to be representative of the US stock market. Bonds are represented by the five-year U.S. government bond and Treasury bills by the 30-day U.S. Treasury bill. An investment cannot be made directly in an index. Past performance is no guarantee of future results.

05/24/2026

Memorial Day 2026

05/23/2026

05/22/2026

If you're worried your retirement ship's gonna blow, take a step back. Address your concerns in a logical sequence, talk honestly with the crew and prepare to go boldly into the future.

05/21/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

05/15/2026

Greg Kutrow CFP - I just love this ad. For a couple of reasons… Seek fiduciary advice - a CFP

05/13/2026

I love so many things about this ad

05/13/2026

Jet fuel prices are rising, creating significant challenges for the airline industry and potentially increasing travel costs for consumers.

As airlines grapple with increasing fuel expenses, travelers may see higher ticket prices and additional fees. The situation underscores the broader economic pressures on the aviation sector and highlights the need for strategic operational and pricing adjustments.

Staying informed on these developments can help travelers and industry stakeholders navigate the evolving landscape of air travel.

Source:

The Iran war is driving up jet fuel prices, while a DHS shutdown creates long lines at airport security. There’s no end in sight for either of them.

05/12/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞