The Bedminster Group

The Bedminster Group Providing financial and investment advice to families for over 25 years.

The Bedminster Group partners with you to create and implement a comprehensive personal financial and investment plan that helps you reach life goals.

08/31/2026

Happy Monday, SC!
Science says buying back your time makes you happier than buying more stuff. Outsourcing that annoying task—cleaning, yard work, admin—buys more well-being per dollar than another gadget ever will.
What's a service you've been thankful you invested in?

Call now to connect with business.

08/24/2026

Ever notice how a raise can disappear faster than you'd expect?
It's a common phenomenon called "lifestyle creep" - as income goes up, spending quietly creeps up right along with it. New car, more takeout, upgraded everything... and the extra income never seems to "show up" anywhere.
Curious how others handle this: when you get a raise or bonus, do you consciously decide where it goes, or does it just kind of... absorb into everyday life? 💬👇

08/21/2026

Yay, it's Fun Fact Friday! Did you know that only about 8% of the world's money exists as physical cash?! The rest is just numbers in a computer system💻

08/17/2026

💳 Not all debt is created equal. There's debt that works for you, and debt that just works on you. Do you know which is which?

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best...
08/17/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/14/2026

Happy Friday, SC! Did you know that on August 13th, 1981 President Ronald Reagan signed into law the Economic Recovery Tax Act of 1981—the biggest tax cut in American history! It streamlined income tax brackets, lowered the top rate to 36% and created the universally deductible Individual Retirement Account.

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
08/14/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

📝✨ August is Make-A-Will Month! ✨📝In that spirit, we're raising awareness about the importance of creating a will. Now i...
08/10/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating al...
08/09/2026

Books have a way of opening doors to worlds we never expected to find. On National Book Lovers Day, we're celebrating all the readers, dreamers, and curious minds who know that the best adventure often starts on page one.

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating...
08/03/2026

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes: Marriage, divorce, births, or losses can impact your strategy.
2️⃣ Relocation: Different places, different laws.
3️⃣ Financial Shifts: Reflect on your current assets.
4️⃣ Executor/Trustee: Ensure they’re still the right choice.
5️⃣ Law Changes: Stay compliant and minimize taxes.
6️⃣ Beneficiary Updates: Reflect evolving relationships.
7️⃣ Time: Review every 3-5 years.

Address

36 William Pope Drive, Ste 201
Bluffton, SC
29909

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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