Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution. Be sure to note

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.

Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Because investors do not want to

I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.

Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s

The January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...

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

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...

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

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

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

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

What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.

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

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.

Case studies have shown that investments in health are key to boosting wealth. Healthy people live longer, more productive lives. Another...

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give

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