PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

You’ve already proven you can earn. But the truth is, income doesn’t automatically translate into wealth. The real gap between high income and financial freedom often comes down to something deeper. Money isn’t just about numbers — it’s about mindset. We'll explore the top 5 emotional and psychological factors that hold many people back from closing the gap between high income and financial freedom.

The financial industry tends to be very cloak and dagger when it comes to explaining how advisors actually get paid. Let's pull back the curtain in this blog post so you can inform and protect yourself.

Thanks to the SECURE 2.0 Act, the rules are evolving in two big waves — first in 2025, and then again in 2026. The 2025 changes bring a new opportunity for certain savers, while the 2026 changes will reshape how many higher-income workers contribute. Let’s break it down.

You asked for more smart tax-saving strategies for 2025, so I am back with some opportunities for you to consider using as part of your own strategy to save on taxes. This list will help you be proactive with your tax planning to reduce your tax burden and boost your overall savings. Start reading and get inspired today!

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 the best way to handle your windfall.

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

How much college can you afford? This is the question we're answering today.

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

Financial planning, investment management, and legacy planning help this family make smart decisions to make dreams come true… not only for themselves but future generations.

This article will help you find a trustworthy advisor and avoid the ones who have given the industry a bad reputation. Follow these steps to protect yourself and all that you've worked for.

Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...