Getting Financially Fit
Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s
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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
- 2 min
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
- 5 min
How to Know If You're Saving Enough
Am I saving enough? Here's the rule of thumb you can use to know if you're saving enough for retirement and other non-budgeted items.
- 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...
- 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...
- 6 min
m&m's: chatting about markets & mortgages
My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...
- 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...
- 6 min
IRA & 401k Limits Increase for 2019
Good news! IRA limits are increasing for the first time since 2013, and retirement plan contribution limits will increase too. Call us...
- 3 min
Wealth Creation vs Self-Sabotage
What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...
- 4 min
How Advisors REALLY Get Paid
What You Probably Don't Know The financial industry as a whole is very cloak and dagger when it comes to explaining how we actually get...
- 4 min
Now What? (Kids & Money, Part II)
So your child has now earned some money… now what? For my own children, I like to keep things simple. We follow the 80/10/10 rule. Save...
- 2 min
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...
- 3 min
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....
- 3 min
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,...
- 3 min
Don't Invest Like You Buy A House
There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...
- 1 min
Saving: How to Go from 0% to 10%
Most of us know we should be saving, but for various reasons, we aren't. Watch this video as I share a (nearly) painless way to get up...
- 1 min
What If I'm Embarrassed?
Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at...
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