Life in a Box Located in Columbia, SC What We Do We Appreciate the trust and confidence you place in our firm
From our office in the heart of the South Carolina midlands, Harwood Wealth Management symbolizes the values and traditions of the South. Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. We want to help build a secure future for you and your family by providing guidance throughout life’s important events. Whether you are accumulating wealth, planning for retirement, seeking to replace your paycheck or protecting your family’s assets, we have the resources to develop strategies to help meet your unique circumstances.
 

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving—or dragging—the economy.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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