top of page
Search


A Valuable Estate Planning Tool for Married Couples
By Mimi Edwards If you have a large estate, gifting assets during your lifetime is a strategic way to help reduce estate taxes and...
info5599204
Jan 93 min read


Why Affordable Housing is a Community Issue
By Matt Foster At Naturally Occurring Affordable Housing Property Management (NOAH), we believe housing is more than a place to live,...
info5599204
Jan 72 min read


Use Financial Planning Month to take stock
October is Financial Planning Month and is an excellent time to review these six personal finance areas. Cash Management: This is a...
info5599204
Aug 30, 20242 min read


Why affordable housing matters in Greenville
By Mario Brown Affordable housing is not merely a matter of providing shelter; it's the cornerstone of building resilient and thriving...
info5599204
Aug 26, 20243 min read


Interest rates challenge businesses
By Dan Wagner, Founder and CEO, Wagner Wealth Management Higher interest rates can present a significant challenge for business owners,...
TheGreenvilleBlog
Jul 16, 20243 min read


Starting a Roth IRA for a Teen
By Jennifer Osgood, President, Wagner Wealth Management Want to give your child or grandchild a great financial start? A Roth IRA might...
TheGreenvilleBlog
May 30, 20244 min read


Telehealth is out, virtual first care is in
As shoppers have embraced online purchasing more than ever and employees feel more empowered working from their homes, is how we view...
info5599204
Feb 7, 20242 min read

Market Timing: Predicting the Unpredictable
By Jennifer Osgood, President, Wagner Wealth Management We’ve all heard the story of the unwitting investor who became a...
TheGreenvilleBlog
Jan 31, 20243 min read


Unlocking the next level of customer engagement
By Leah Stoudenmire The marketing and business world have been inundated with prognostications and projections about how AI is changing...
info5599204
Sep 14, 20233 min read


Autonomy: The Missing Ingredient in the Cure of the Medical Care Crisis
By Dr. Spence Taylor Autonomy is an interesting word. Most commonly, autonomy is defined as the condition of self-governance or...
TheGreenvilleBlog
Aug 31, 20234 min read


Navigating Through Volatile Markets
By Jennifer Osgood, President, Wagner Wealth Management Volatile markets, while not unusual, can cause uneasiness for many investors. The...
TheGreenvilleBlog
Aug 30, 20233 min read


529 Plans: A Study Guide for Savers
By Jennifer Osgood As summer ends and students return to school, many former students have returned to paying for school. Beginning in...
TheGreenvilleBlog
Jul 10, 20233 min read


Intergenerational generalizations? Let’s avoid them
By Kamber Parker The workplace is a wonderful place when you think about it. It is one of the few places where people of many different...
TheGreenvilleBlog
May 10, 20233 min read


How to Change Your Social Media Presence to Attract Top Talent
By: Kamber Parker of The YoPro Know, LLC Graduation season is right around the corner. It’s the time for cap and gowns, diplomas, and a...
TheGreenvilleBlog
Apr 24, 20233 min read


Financial Fitness: Get your financial health in shape, and start building you wealth
By Jennifer Osgood, Partner/Financial Advisor at Wagner Wealth Management It’s always a good time to get your finances in shape, but...
info5599204
Dec 19, 20222 min read


Five Reasons to Have a Will…Even if You’re Young with No Kids
By Judge Deborah Faulkner If you’re in good health and under the age of 40, odds are you think it’s too early to worry about the grim...
TheGreenvilleBlog
Sep 16, 20222 min read


The Secret of the BRRR Strategy
By Rob Parsley If you’ve researched real estate investing, you’ve probably come across the BRRR (or BRRRR) strategy. This icy little...
TheGreenvilleBlog
Aug 30, 20224 min read

Four things I learned in a career transition
By: Grace Hartley Earlier this year, I made my first “big girl” job change. As soon as I graduated college, I immediately started my new...
TheGreenvilleBlog
Jul 13, 20222 min read


What you may NOT know about Parkinson’s Disease
By Kamber Parker Parkinson’s Disease is a progressive, neurological disease caused by the decrease of dopamine in the brain. As many as...
TheGreenvilleBlog
May 10, 20222 min read

5 Reasons to Fire Your Marketing Agency by Ben Pettit
There’s a lot of writing out there to tell you what makes a marketing agency great. When looking to partner with a new agency, of course,...
TheGreenvilleBlog
Apr 28, 20223 min read
bottom of page