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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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Marriage & Money - Part I
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...
4 min read


Make the Most of Your Windfall
Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.
5 min read


An Investment Strategy for Better Returns
Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution. Be sure to note
1 min read


Roth IRA vs Traditional IRA
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.
2 min read


How to Prioritize Your Retirement Contributions
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.
3 min read


Addressing Investors' Top 2 Concerns
Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Because investors do not want to
3 min read


Introducing Our Newest Team Member
I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.
1 min read


Getting Financially Fit
Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s
1 min read


The Personal Touch
The January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...
1 min read


The 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
1 min read


The Money Checklist: Phase 3
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
2 min read


The Money Checklist: Phase 2
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
3 min read


The Money Checklist | A Financial Plan to Follow - Phase 1
Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.
4 min read


It's a Risky Business
What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.
6 min read


3 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
2 min read


How to Know If You're Saving Enough
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.
5 min read


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...
5 min read


First Meeting: What to Expect
A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give
1 min read


Generational Planning
It’s about how a family develops a lifestyle and a methodology to make smart decisions to make dreams come true… not only for themselves but
2 min read


How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
1 min read
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