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

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Insurance Needs Assessment:When You're Married With Children

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Building Your Legacy

A four-step framework for building a personal legacy.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Long-Term-Care Needs

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

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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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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