top of page

PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
Search


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
2 min read


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 read


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...
5 min read


First Meeting: What to Expect
A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give
1 min read


Generational Planning
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
2 min read


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


How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
1 min read


The True Cost of College
Recently I was honored to be a part of a financial wellness program for a large consulting firm here in Charleston. The average employee...
5 min read


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...
3 min read


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,...
6 min read


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 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.
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...
1 min read


Marriage & Money - Part IV
"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.
5 min read


Marriage & Money - Part III
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.
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


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


Wealth Creation vs Self-Sabotage
The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.
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...
3 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...
6 min read


How Financial Advisors REALLY Get Paid
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.
5 min read
SUBSCRIBE TO OUR BLOG
(Your information stays safe with us.)
bottom of page