PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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...

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

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

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

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...

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.

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...

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...

Marriage & Money - Part III

Let's Talk Nerdy Before I get to the list of what has (and hasn’t) worked for us, I just want to take a minute to appreciate the Nerds...

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:...

Marriage & Money - Part I

Couples argue about money. In fact, according to some statistics, couples argue about money more than anything else. But I think we can...

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