PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.

Looking to increase your “financial fitness”? Check out this article in the latest issue of Mount Pleasant Magazine where Katherine Waters s

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.

I was surprised that the answer wasn’t necessarily the 7 years that I expected. Here are the 7 guiding principles to help you determine the

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

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.

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.

Check out this article on my wife, Kristy, in the Lowcountry Women in Business feature of Mount Pleasant Magazine's May/June 2019 issue.

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...

54% of people polled said that they would not be able to pay their bills if they missed just 2 paychecks! Here's what you can do to start building your emergency fund right away.

This blog post discusses markets and mortgages and how to best prioritize the two in different market conditions.

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 might be helpful to my other clients. So I asked, "How can I make doing the right thing financially more fun?" Without hesitation, the wife responded, "You can't. Saving isn't ever fun. Spending is what's fun." (As her husband cringed.) Touchè.