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...
PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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- 2 min
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
- 3 min
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
- 4 min
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
- 5 min
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...
- 1 min
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
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...
- 5 min
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...
- 4 min
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...
- 4 min
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
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...