1 minGetting Financially FitLooking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s
1 minThe Personal TouchThe January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...
1 minThe 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 minHow 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 minThe Money Checklist: Phase 3If 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
3 minThe Money Checklist: Phase 2This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi
4 minThe Money Checklist: Phase 1People 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
2 minHow 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
6 minIt's a Risky BusinessWhat does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.