News and Commentary
CWA News & Events
Congratulations to Carolina Wealth Advisors
Carolina Wealth Advisors Named to Forbes 2026 Best-in-State Wealth Management Team List
CWA Team Attends 2026 Teaming Summit
Our team was honored to be invited to, and attend, Janney's annual Teaming Summit in Philadelphia.
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
