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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


The Personal Touch
Check out this article in Mount Pleasant Magazine about the personal touch we offer each client at Convergent Financial Group.
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


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


Turning the Spotlight Around
Check out this article on my wife, Kristy, in the Lowcountry Women in Business feature of Mount Pleasant Magazine's May/June 2019 issue.
1 min read


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 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.
1 min read


Marriage & Money - Part IV
"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.
5 min read


Marriage & Money - Part III
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.
4 min read


Marriage & Money - Part II
I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...
4 min read
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