The Upstate’s Top Retirement Mistakes: Clarity Financial Solutions invites community to complimentary educational seminar
May 28, 2026
Many Upstate residents spend decades saving for retirement, but according to Clarity Financial Solutions, building wealth is only part of the equation. Without the right tax and income strategies, retirees can unknowingly lose significant portions of their savings through avoidable mistakes.
To help people better prepare, Clarity Financial Solutions is hosting a complimentary educational seminar, Taxes in Retirement, on Tuesday, June 16, 2026, at the Travelers Rest Library, Sargent Branch. Two session options are available at 12 p.m. and 3 p.m.
“Many people assume retirement automatically means lower taxes, but that’s often not the case,” said Amanda Stilwell, Financial Advisor and Founder of Clarity Financial Solutions. “The decisions you make about Social Security, distributions and tax planning can have a major impact on how long your money lasts. Our goal is to help people better understand these strategies before retirement, not after costly mistakes have already been made.”
The Upstate’s Top 3 Retirement Mistakes
Clarity Financial Solutions says these are among the most common issues retirees face:
1. Assuming You’ll Be in a Lower Tax Bracket in Retirement
Many retirees believe taxes will decrease once they stop working. However, Required Minimum Distributions (RMDs), Social Security income, pensions and investment income can create unexpected tax burdens later in life.
2. Social Security Timing Mistakes
Claiming Social Security too early — or without a coordinated strategy — can significantly reduce lifetime benefits. In some cases, improper timing decisions can result in hundreds of thousands of dollars in lost income over the course of retirement.
3. Creating a “Tax Wake” Through Incorrect Distributions
Withdrawals from retirement accounts are not all taxed the same way. Taking distributions from accounts in the wrong order can unintentionally increase taxable income, trigger higher Medicare premiums and create unnecessary taxes throughout retirement.
Event Details & Registration
What: Taxes in Retirement Educational Seminar
When: Tuesday, June 16, 2026
Times: 12 p.m. or 3 p.m., duration 1 hour for either seminar
Where: Travelers Rest Library | Sargent Branch, 17 Center St, Travelers Rest, SC 29690
Register: https://clarityfinsolutions.com/events/
The seminar is complimentary and open to the public. Attendees will gain educational insights and practical strategies designed to help them make more informed retirement decisions.
Clarity Financial Solutions hosts educational seminars throughout the year to help individuals and families better understand retirement income, tax planning and long-term financial strategies. Learn more at https://clarityfinsolutions.com.
About Clarity Financial Solutions
Clarity Financial Solutions provides personalized financial guidance focused on retirement strategies, wealth preservation and insurance planning. By simplifying complex financial concepts, the firm helps clients make informed decisions aligned with their long-term goals.
Clarity Financial Solutions is a dba of The Wealth Boutique, a registered investment advisor with the Securities and Exchange Commission. The Wealth Boutique and each of the DBAs are not under common ownership. All financial planning and advisory services are provided by The Wealth Boutique. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
