Getting Financially Fit
Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s
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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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- 1 min
The Personal Touch
The January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...
- 1 min
The results are in...
The voting results are in and I am grateful to be counted among the favorites of Mount Pleasant in Mount Pleasant Magazine's Best of Mount P
- 1 min
How Much College Can You Afford?
This is the question the fine folks at Lowcountry Parent know you want an answer to. They posed it to me, along with several others, for...
- 2 min
The Money Checklist: Phase 3
If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream
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The Money Checklist: Phase 2
This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi
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The Money Checklist: Phase 1
People often say, “I’ve started saving. Now what should I do and in what order?” This 3-part blog series is my answer. I believe that your s
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How Long Should I Keep My Tax Returns?
I was surprised that the answer wasn’t necessarily the 7 years that I expected. Here are the 7 guiding principles to help you determine the
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It's a Risky Business
What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.
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3 Reasons to Celebrate!
2020 is here and we have some exciting news to share! First, you likely remember that last year we announced that we'd have a savings compet
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How to Know If You're Saving Enough
Am I saving enough? Here's the rule of thumb you can use to know if you're saving enough for retirement and other non-budgeted items.
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Personality-Driven Decision-Making
Case studies have shown that investments in health are key to boosting wealth. Healthy people live longer, more productive lives. Another...
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First Meeting: What to Expect
A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give
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Generational Planning
It’s about how a family develops a lifestyle and a methodology to make smart decisions to make dreams come true… not only for themselves but
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Turning the Spotlight Around
Check out this article on my wife, Kristy, in the Lowcountry Women in Business feature of Mount Pleasant Magazine's May/June 2019 issue.
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How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
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We've Moved!
I'm excited to tell you we've moved to our new office at 3850 Bessemer Road, Suite 210. Still conveniently located in Park West in North...
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The True Cost of College
Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...
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Cash Is King
The recent government shutdown has many of us thinking about what we would do if we suddenly weren’t getting paid. If you don’t work for...
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m&m's: chatting about markets & mortgages
My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...
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