PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

According to some statistics, couples argue about money more than anything else. If that's you, then putting some focused effort into your finances could literally save your marriage. Here's how...

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.

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.

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

Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.

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.

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...

Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...

Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...

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...

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,...

"Free Spirits" and Finances sometimes seem like oil and water, but these tips will help you relate better to your "Nerd" so you can flourish together... financially and relationally.

Talking Nerdy | Check out these tips to help the "Nerd" in your marriage relate better to the "Free Spirit" when it comes to finances so you can flourish as a couple... financially and relationally.