Understanding Today's Financial Environment
Southern Living called Charleston, South Carolina, the South’s best city—for the 4th year in a row in 20201 . We at Hines Wealth Management, LLC, understand that.
The deeply held traditional values and that homespun sense of hospitality of South Carolina’s oldest and largest city serve to inspire us.
Founded in 1670 as a port city, Charleston captures the essence of small-town America with its genteel charm and passion for that old-fashioned elegance of the South. With a population topping 130,000, it also retains the cosmopolitan energy of urban life.
With Charleston’s rich cultural history as our guide, we at Hines Wealth Management make loyalty and commitment to our clients our sole directive. We form relationships with one, singularly focused objective: We’re in this together for the long haul. Although we proudly call Charleston home, our client base extends throughout the country.
We understand that making your way through the maze of a complex and sometimes tangled financial sector can feel overwhelming. You’re looking for clarity, direction, and wisdom in managing your financial concerns. At Hines Wealth Management, we know how to help you manage your money, your investments, your retirement, and your financial future.
CERTIFIED FINANCIAL PLANNER™ professionals must meet the highest requirements in the industry in terms of ethics, education, experience and exam. The new CFP® (with plaque design) mark reflects that rigor. Bold and confident yet warm and reassuring, our new mark visually represents CERTIFIED FINANCIAL PLANNER™ professionals as the gold standard among financial advisors.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What if instead of buying that vacation home, you invested the money?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Why are 401(k) plans, annuities, and IRAs so popular?