PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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

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

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

Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...

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

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...

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,...

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.

What a great way to start 2019, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your...

"Free Spirits" and Finances sometimes seem like oil and water, but these tips will help you relate better to your "Nerd" so you can flourish together... financially and relationally.

Talking Nerdy | Check out these tips to help the "Nerd" in your marriage relate better to the "Free Spirit" when it comes to finances so you can flourish as a couple... financially and relationally.

I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...

We are so grateful for your continued support! You have our commitment to continuing to show the Lowcountry that a financial advisor...

The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.

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...

I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...

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.