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 Personal Recovery

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Required Reading: The Economic Report of the President

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

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

Retirement Plan Distributions

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

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Global and International Funds

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Should You Tap Retirement Savings to Fund College?

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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