1 minGetting Financially FitLooking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s
1 minThe Personal TouchThe January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...
1 minThe results are in...The voting results are in and I am grateful to be counted among the favorites of Mount Pleasant in Mount Pleasant Magazine's Best of Mount P
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
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.
2 min3 Reasons to Celebrate!2020 is here and we have some exciting news to share! First, you likely remember that last year we announced that we'd have a savings compet
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.