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.

07/10/2026

It's Fun Fact Friday! Did you know that 🌍 More than 20 countries and territories use a currency called the "dollar." These include the United States, Canada, Australia, New Zealand, Singapore, and others.

Call now to connect with business.

07/06/2026

Ever wonder why we call them bull and bear markets? The terms have been part of financial vocabulary for centuries! One popular explanation is based on how the animals attack:
A bull thrusts its horns upward, symbolizing rising markets. 📈
A bear swipes its paws downward, symbolizing falling markets.📉

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
07/06/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/29/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

06/29/2026

💬 Hey SC, question for you: If you received a $5,000 bonus tomorrow, would you save it, invest it, pay off debt, or treat yourself? Share your answer in the comments!

06/15/2026

What money-saving habit is your go-to? A lot of people talk about using a short waiting period before making non-essential purchases—sometimes called a "cooling off" rule. The idea is simply to distinguish between wants and impulse buys. It's a small habit that many find surprisingly effective.

06/08/2026

Happy Monday, neighbors! What factor had the biggest influence on your choice to rent or buy?
One of the most common questions in personal finance is whether it's better to rent or buy a home—and the truth is, there's no one-size-fits-all answer. Local market conditions, how long you plan to stay, your financial goals, and your overall situation all play an important role.
For some, buying builds long-term wealth and stability. For others, renting offers flexibility and makes more financial sense. It's a highly personal decision, and what works best for one person may not be the right choice for another.

Do your kids have the right stuff for college?
06/05/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

05/29/2026

Happy Friday! Did you know the average American spends over $3,000 a year dining out? There's no right or wrong answer on how to spend, but understanding where your money goes is a foundational piece of any financial wellness convo :)🍟

Call now to connect with business.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

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

Alerts

Be the first to know and let us send you an email when The Bedminster Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share