Learn how health & wealth are influenced by your personality, and use these insights to make decisions for the quality of life you want today and in the future.

This article will help you find a trustworthy advisor and avoid the ones who have given the industry a bad reputation. Follow these steps to protect yourself and all that you've worked for.

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

54% of people polled said that they would not be able to pay their bills if they missed just 2 paychecks! Here's what you can do to start building your emergency fund right away.

This Q&A on markets, mortgages, and how to best prioritize them in different market conditions will bring clarity to your decision-making.

"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.

I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...

The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.

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...

I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

Many people feel broke and frustrated despite their large salary. They have unwittingly fallen into what I call "The Money Trap." Learn what that means and how to set yourself free.

Here's my alternative to budgeting because budgeting just doesn't work for most people. Stop nit-picking and start doing something that actually produces the outcome you want.

Gen X has some unique financial challenges. Let's start with the financial statistics about Gen X, the situations that created those numbers, and what you can do about it.

Reports of data breaches are common news. Already this month, data breaches have been announced by Panera Bread, Under Armour (their popular MyFitnessPal app), Saks, and Lord & Taylor! And remember in 2012 when 3.6 million social security numbers and 387,000 credit and debit cards numbers were hacked from the state’s Department of Revenue? Oh, how soon we forget! TIP: Be careful making online purchases at the local coffee shop. Scammers like to imitate the shop's wifi t

Big box buying is fine for your toilet paper. I do it too. But trusting the future to a big box financial company? Think back to the 2008 financial crisis. The big names in finance spent much of their resources continuing to promote their brand, paying for fancy offices, and giving bonuses to their executives. And where exactly do they get all of those resources? From their investors! From the looks of things, it seems like they specialize in quantity, producing complex

Most of us know we should be saving, but for various reasons, we aren't. Watch this video as I share a (nearly) painless way to get up to 10%. You can apply the principle whether you're starting from 0% or just want to bump up the savings from wherever you are. Check it out below. Have questions? Shoot me a quick email .

If choice leads to freedom, then why do we have such anxiety about financial decisions? I think Charles Spurgeon got it right when he said, “Anxiety does not empty tomorrow of its sorrows, but only empties today of its strength.” Follow me for a second here… Sometimes we feel like there are too many choices before us, and we feel a pressure to make the exact right decision. We become so anxious about doing something wrong — or anything less than what’s best — that we becom

This is a question that many are asking. There are actually two schools of thought on this, so I'll briefly explain both and then share what I advise my clients to do.