1 minThe Personal TouchThe January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...
1 minThe 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 minHow 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 minThe Money Checklist: Phase 3If 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 minThe Money Checklist: Phase 2This 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 minThe Money Checklist: Phase 1People 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
2 min3 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
5 minPersonality-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 minFirst 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