PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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...

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at the best way to handle your windfall.

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

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

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

Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.

Case studies have shown that investments in health are key to boosting wealth. Healthy people live longer, more productive lives. Another...

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

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.