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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
It's important to understand the pros and cons when considering a prepaid debit card.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Important items to consider when purchasing condo insurance.
Technology tips to make your next trip even better.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, cracking the code on bonds.
Estate conservation is too important to put off. Do you have a smart exit strategy?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here’s a quick guide to checking to see if you have unclaimed money.