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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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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...


How to Choose a Financial Advisor
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.


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...


Cash Is King
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.


Should You Invest in the Market or Pay Off Your Mortgage?
This blog post discusses markets and mortgages and how to best prioritize the two in different market conditions.


Marriage & Money - Part IV
"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.


Marriage & Money - Part III
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.


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:...


Wealth Creation vs Self-Sabotage
The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.


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...


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...


Are You Prosperous or Wealthy?
Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...


Freedom from the Money Trap
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.


My Alternative to Budgeting
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.


For All the Gen Xers Out There
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.


Protecting Your Family from Identity Theft
Reports of data breaches are common news. Already this month, data breaches have been announced by Panera Bread, Under Armour (their...


Big Box Buying
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...


Saving: How to Go from 0% to 10%
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...


Planning Leads to Anxiety?
If choice leads to freedom, then why do we have such anxiety about financial decisions? I think Charles Spurgeon got it right when he...


What If I'm Embarrassed?
Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at least $400,000 in retirement savings. How many of us have saved that much? More importantly, if we suspect that we’re falling behind, why don’t we seek help? I’ve talked to hundreds of people & it usually comes down to this: embarrassment. It’s human nature to want to compare ourselves to others. When we don’t think we stack up to our p
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