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.

Financial planning, investment management, and legacy planning help this family make smart decisions to make dreams come true… not only for themselves but future generations.

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...

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

Thank you for your support and entrusting us to be your financial partner!

"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:...

We are so grateful for your continued support! You have our commitment to continuing to show the Lowcountry that a financial advisor doesn't have to be the typical stuffed shirt. We are breaking the mold to serve you better! Click here to check out the winners in all categories. Once again, thank you! P.S. If you want to know why we were voted in as a finalist for Best Financial Planner in Charleston, SC, click here to schedule an introductory meeting or phone call with u

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...

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.

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.

How much do I need to save for retirement? This is one of the questions I am asked most frequently. To answer that question, we need to look at the two phases of investing… The first phase is called the accumulation side. This is when we’re working, saving, and investing; ultimately, to get to the top of the mountain to retirement. Then, we transition into the second phase, which is called distribution. This is when we’re no longer working; we’re in our retirement years.