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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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.
Are you at Risk?
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How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Building Your Legacy
A four-step framework for building a personal legacy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
How long does a $20 bill last?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tips on insuring your teen driver.
An inside look at how marginal income tax brackets work.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?