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Welcome to Oceanside,

Oceanside Advisors was founded in 2012 and became a registered investment advisor in 2014. Located in Charleston, our team is dedicated to helping clients construct detailed financial plans to achieve long term success. We are grateful for the many friendships we have developed with clients over the years. Here at Oceanside, we want to make investing enjoyable, and help achieve your goals together.



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Whitepaper

Through years of experience, we have observed the effects of fear, greed, lack of discipline, groupthink, and many other pitfalls that investors experience. Accordingly, we have compiled this list of Seven Principles of Long-Term Investing. These are by no means exhaustive, nor will they guarantee investment success, but we hope that you will find them useful in helping you make investment decisions.

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When Heirs are Imperfect

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator helps estimate your federal estate tax liability.

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There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Rule of 72

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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What is your plan for health care during retirement?

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