PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...

Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...

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...

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,...

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 might be helpful to my other clients. So I asked, "How can I make doing the right thing financially more fun?" Without hesitation, the wife responded, "You can't. Saving isn't ever fun. Spending is what's fun." (As her husband cringed.) Touchè.

What a great way to start 2019, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your...

"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...

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...

The financial industry tends to be very cloak and dagger when it comes to explaining how advisors actually get paid. Let's pull back the curtain in this blog post so you can inform and protect yourself.

Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with stories, and practice with real money. Here's what I do with my own children.

So your child has now earned some money… now what? For my own children, I like to keep things simple. Here's what we do...

At this point, you know I’m passionate about educating adults on finance. What you may not know is that I’m equally passionate about...

What is money really for? Most people would simply answer “to buy stuff,” but I want to challenge that thinking. I agree that it can be...

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.

I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...

There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...