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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- 1 min
The results are in...
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
- 1 min
How Much College Can You Afford?
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...
- 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
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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
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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
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3 Reasons to Celebrate!
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
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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...
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First Meeting: What to Expect
A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give
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Generational Planning
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
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How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
- 5 min
The True Cost of College
Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...
- 3 min
Cash Is King
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...
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Unpack Your Backpack
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...
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The Thing That Makes My Clients Cry
I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...
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Are You Prosperous or Wealthy?
Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...
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The Money Trap
What is money really for? Most people would simply answer “to buy stuff,” but I want to challenge that thinking. I agree that it can be...
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Why Budgeting Doesn't Work
I apologize in advance to those of you that are budgeters. Don’t stop what you are doing if it’s working for you. You are a rare breed....
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For All the Gen Xers Out There
I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...
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Big Box Buying
Big box buying is fine for your toilet paper. I do it too. But trusting the future to a big box financial company? Think back to the...