Should You Move to South Carolina or Just Vacation There?

 

Published in Kiplinger · By Brandon M. Cox, CFP®

A favorite vacation destination can look different when it becomes home. In this article for Kiplinger’s Adviser Intel, Coastline Complete Wealth founder Brandon M. Cox draws on his experience living and advising clients in the Lowcountry to explore that transition.

Brandon discusses the expenses prospective residents can overlook, including property taxes, insurance, community fees, and hosting visiting family. He also explains why spending time here in different seasons—and building a retirement budget around your actual lifestyle—can help you make a more informed decision.

 
 
 
Brandon M. Cox, CFP®

Brandon founded Coastline Complete Wealth in June 2023 with a clear purpose: to serve clients better, embrace his role as a fiduciary, and remove conflicts of interest. Since beginning his career in 2010, much of it at a large national firm, he repeatedly asked himself one question—how can this be done better? CCW is the answer to that pursuit. The firm transitioned to a fully independent, SEC-registered investment adviser in December 2025.

Brandon has been recognized by Forbes as a Best-in-State Wealth Advisor* in South Carolina. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Financial Fiduciary®. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Fee-Only Network. Brandon is also the author of Lowcountry Retirement: A Fiduciary’s Perspective on Retirement Income, Taxes, and Financial Planning.

Learn more about Brandon.

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Brandon Cox Discusses Late-in-Life Inheritances in Kiplinger