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.
5 minHow to Know If You're Saving EnoughAm 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 minPersonality-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 minHow to Choose a Financial AdvisorMany people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...