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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

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

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

My Retirement Savings

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

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

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5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Retiring the 4% Rule

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Global and International Funds

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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