Kincaid Retirement & Wealth Management, LLC

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Kincaid Retirement & Wealth Management, LLC

At Kincaid Retirement & Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.

Insurance products are offered through the insurance business Kincaid Retirement & Wealth Management, LLC. Kincaid Retirement & Wealth Management, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Kincaid Retirement & Wealth Management, LLC are not subject to Investment Adviser requirements. 3024456 - 10/25

07/13/2026

One small money move you can make this week? Listen up!

07/02/2026

In no specific order... 😅

06/30/2026

Estate planning isn’t just for the ultra-wealthy. If you have people you love, you need a plan. Here’s where to start — broken down simply. Swipe through. 👉

06/29/2026

POV: the owner is also the best dressed in the building 💅✨

06/18/2026

The truth about inflation in retirement... 🔍

06/16/2026

If you're in your 50s, this one's for you. 👇

Your 50s are the decade most people either make up serious ground — or fall further behind. The difference almost always comes down to one thing: being intentional with your money while you still have time to course correct.

The good news? You have more tools available to you right now than at any other point in your financial life. Catch-up contributions, tax planning windows, the ability to stress-test your plan before it's too late.

But none of it works if you're not paying attention.
Swipe through for 5 things your money should be doing before you hit 60. Save this one — it's worth coming back to. 💛

06/15/2026

Working part-time in retirement can be a great thing — financially, socially, and mentally.

But as Rebecca says, your entire retirement plan shouldn’t depend on it.

Because one day, you may simply want to sit in a chair, relax, travel, spend time with family, or just enjoy life without needing to work. And your retirement plan should still support that.

The goal is flexibility: having the option to work, not the obligation to work.

06/13/2026

Retirement Myth vs. Reality #1 👀

A lot of people think retirement planning is something they can “figure out later” — but waiting too long can make things much harder in the future.

The truth? Most people spend more time planning a vacation than planning their retirement. ✈️💰

In this new series, Rebecca breaks down common retirement myths and shares what people should really know when planning for the future.

Planning early doesn’t just help your money grow — it helps give you more confidence, flexibility, and peace of mind later on.

06/11/2026

Retirement income can feel confusing — especially when terms like pensions and annuities get thrown around all the time. 🤔

In this video, Rebecca breaks down:
- What a pension actually is
- Why do fewer people have them today
- What options exist if you don’t have one
- How annuities work and when they may make sense

The goal in retirement isn’t just saving money — it’s creating reliable income that lasts.

06/10/2026

If you have a retirement account, you need to know what an RMD is. 👇

Required Minimum Distributions are one of those things nobody talks about until it's almost too late — and missing them comes with a penalty you really don't want to deal with.

We asked Rebecca three questions I know a lot of you have been wondering:
What exactly is an RMD?
What happens if you don't take it?
And what age do you have to start?

Her answers are ones you'll want to save for later — especially if you're in your 50s or early 60s and retirement is getting closer on the horizon.

This is the kind of stuff that doesn't make headlines but absolutely affects your bottom line in retirement. 💰

Address

9 Caledon Court, Suite B
Greenville, SC
29615

Website

http://www.kincaidwealth.com/

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