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
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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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- 1 min
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
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
- 2 min
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
- 3 min
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
- 4 min
The Money Checklist: Phase 1
People 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
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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.
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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
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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
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...
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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
- 2 min
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
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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...
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We've Moved!
I'm excited to tell you we've moved to our new office at 3850 Bessemer Road, Suite 210. Still conveniently located in Park West in North...
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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...
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Cash Is King
The recent government shutdown has many of us thinking about what we would do if we suddenly weren’t getting paid. If you don’t work for...
- 6 min
m&m's: chatting about markets & mortgages
My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...
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Spending: More Fun than Saving
I recently met with a husband and wife who are clients and are very disciplined at saving. I wanted to know if they had any advice that...
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Thank you, Mount Pleasant!
What a great way to start 2019, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your...
- 5 min
Marriage & Money - Part IV
Calling All Free Spirits You are my people. If you’re a Free Spirit, my mind probably works very similarly to yours. Yet, because of...
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