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...
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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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1 min read
Thank you, Mount Pleasant!
What a great way to start 2019, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your...
2 min read
Red Market Days: An Open Letter to Our Clients
On a day like today, I wanted to email you to talk about the importance of being diversified. As clients of Convergent, please get a...
5 min read
Marriage & Money - Part IV
Calling All Free Spirits You are my people. If you’re a Free Spirit, my mind probably works very similarly to yours. Yet, because of...
6 min read
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...
4 min read
Marriage & Money - Part III
Let's Talk Nerdy Before I get to the list of what has (and hasn’t) worked for us, I just want to take a minute to appreciate the Nerds...
4 min read
Marriage & Money - Part II
I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...
4 min read
Marriage & Money - Part I
Couples argue about money. In fact, according to some statistics, couples argue about money more than anything else. But I think we can...
1 min read
Thank you!
We are so grateful for your continued support! You have our commitment to continuing to show the Lowcountry that a financial advisor...
3 min read
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...
3 min read
Unpack Your Backpack
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...
6 min read
The Thing That Makes My Clients Cry
I spend a great deal of time helping clients work through retirement and investment plans. I love talking with them about future goals...
4 min read
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 read
Make Money Work for You (Kids & Money, Part III)
Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with...
4 min read
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...
3 min read
Kids & Money (Part I)
At this point, you know I’m passionate about educating adults on finance. What you may not know is that I’m equally passionate about...
2 min read
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 read
The Money Trap
What is money really for? Most people would simply answer “to buy stuff,” but I want to challenge that thinking. I agree that it can be...
3 min read
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 read
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,...
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