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801 N. Lake Drive, Suite 200 Lexington, SC 29072

Phone:

  • (803) 386-0309

E-mail:

  • Greg@Davidwmg.com
  • Kelly@Davidwmg.com
  • Karen@Davidwmg.com
  • Chris@Davidwmg.com
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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?
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Newsletters

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

  • Consider Munis for Tax-Free Income

    Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.

More Newsletters »

Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

More Calculators »

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through  LPL Financial , member FINRA/SIPC.   

LPL Financial Form CRS

Stratos Wealth Partners Form CRS
 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment Advisor.

DWMG, and Stratos Wealth Partners are separate entities from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:

FL, GA, LA, MD, MO, NC, OH, SC, VA.

Specific individualized tax advice not provided. 

We suggest that you discuss your specific tax issues with a qualified tax advisor.

DWMG Wealth

801 N. Lake Drive, Suite 200, Lexington, SC 29072

Kelly@DWMGWealth.com

  Karen@DWMGWealth.com

  Erin@DWMGWealth.com

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