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...
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- 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
- 3 min
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
- 4 min
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
- 2 min
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
- 6 min
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.
- 5 min
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.
- 5 min
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...
- 1 min
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...
- 5 min
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...
- 3 min
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...
- 6 min
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,...
- 5 min
Marriage & Money - Part IV
Calling All Free Spirits You are my people. If you’re a Free Spirit, my mind probably works very similarly to yours. Yet, because of...
- 4 min
Marriage & Money - Part III
Let's Talk Nerdy Before I get to the list of what has (and hasn’t) worked for us, I just want to take a minute to appreciate the Nerds...
- 4 min
Marriage & Money - Part II
I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...
- 4 min
Marriage & Money - Part I
Couples argue about money. In fact, according to some statistics, couples argue about money more than anything else. But I think we can...
- 3 min
Wealth Creation vs Self-Sabotage
What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...
- 3 min
Unpack Your Backpack
In the very first chapter of Money: Master the Game by Tony Robbins, he says “complexity is the enemy of execution.” In other words, our...
- 6 min
The Thing That Makes My Clients Cry
I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...
- 4 min
How Advisors REALLY Get Paid
What You Probably Don't Know The financial industry as a whole is very cloak and dagger when it comes to explaining how we actually get...