Understanding Today’s Financial Environment
Welcome, I’m Lee Eubanks, a financial professional in Rock Hill, SC. At Carolina Capital Group, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, financial goals and objectives.
We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 803-909-9375.
Helpful Content
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.