Kincaid Retirement & Wealth Management, LLC

Kincaid Retirement & Wealth Management, LLC

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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

09/01/2026

I could make your life SO much easier!

Photos from Kincaid Retirement & Wealth Management, LLC's post 08/31/2026

Market volatility is uncomfortable. But reacting emotionally to it is one of the biggest wealth destroyers we see. Here’s how to stay the course when markets get rough. Swipe through. 👉

Photos from Kincaid Retirement & Wealth Management, LLC's post 08/27/2026

Most people don't know the difference between a Roth and a Traditional IRA — and it's costing them. Swipe to learn which one actually fits your situation. 👉

Photos from Kincaid Retirement & Wealth Management, LLC's post 08/20/2026

A solid retirement plan begins with a clear read on your income, savings, and spending today, not guesswork. Plans should flex as life does, so if you are ready to map out your course, schedule a meeting with us!

Photos from Kincaid Retirement & Wealth Management, LLC's post 08/19/2026

A 401k is a great start, but it is not a full retirement plan on its own. Swipe to see how to pair your 401k with other retirement tools!

08/17/2026

Our very own featured in Town magazine! 📸🎙️🤩

08/11/2026

True or false -- answering some of your top questions about retirement!

08/04/2026

Retirement isn’t about cutting out everything you love — it’s about knowing what matters most.

Rebecca explains that confident retirement planning comes from understanding the difference between essential expenses and lifestyle spending so you can help make your money last without sacrificing the things you enjoy.

From essential expenses to lifestyle choices, thoughtful retirement planning starts with having a clear picture of where your money is really going — and understanding the difference between what you need to maintain your lifestyle and what you simply want to enjoy along the way. The better you prepare for both, the more confidence and flexibility you can have in retirement.

Save this for your future self! 📌

07/29/2026

The age-old question everyone wonders...

To pay off the mortgage or not to pay off the mortgage -- here's Rebecca's take on it!

07/27/2026

Coming soon to a TV near you! 📺

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Location

Address


9 Caledon Court, Suite B
Greenville, SC
29615