PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

The most common misunderstanding we find when it comes to federal taxes is how the income tax brackets actually work. Federal income taxes are progressive, but that does not mean what most people think it means. Let's learn with examples so you can calculate your taxes correctly.

With different words, people are expressing that they are bewildered… on paper, they have a lot of money coming in, yet they don’t feel like they are experiencing the lifestyle or creation of wealth that goes along with that income. Let’s break it down: why we feel financially strained despite high income, what we can do about it, some practical tips, and finally my caution and challenge for you.

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.

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

The voting results are in and I am grateful to be counted among the favorites of Mount Pleasant in Mount Pleasant Magazine's Best of Mount P

This is the question the fine folks at Lowcountry Parent know you want an answer to. They posed it to me, along with several others, for...

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.

2020 is here and we have some exciting news to share! First, you likely remember that last year we announced that we'd have a savings compet

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

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give

It’s about how a family develops a lifestyle and a methodology to make smart decisions to make dreams come true… not only for themselves but

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...

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...

I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...