PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

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...

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

Many people feel broke and frustrated despite their large salary. They have unwittingly fallen into what I call "The Money Trap." Learn what that means and how to set yourself free.

Here's my alternative to budgeting because budgeting just doesn't work for most people. Stop nit-picking and start doing something that actually produces the outcome you want.

Gen X has some unique financial challenges. Let's start with the financial statistics about Gen X, the situations that created those numbers, and what you can do about it.

Reports of data breaches are common news. Already this month, data breaches have been announced by Panera Bread, Under Armour (their...

Big box buying is fine for your toilet paper.  I do it too.  But trusting the future to a big box financial company? Think back to the...

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...

If choice leads to freedom, then why do we have such anxiety about financial decisions?  I think Charles Spurgeon got it right when he...

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 least $400,000 in retirement savings. How many of us have saved that much? More importantly, if we suspect that we’re falling behind, why don’t we seek help? I’ve talked to hundreds of people & it usually comes down to this: embarrassment. It’s human nature to want to compare ourselves to others. When we don’t think we stack up to our p

This is a question that many are asking. There are actually two schools of thought on this, so I'll briefly explain both and then share what I advise my clients to do.

How much do I need to save for retirement? This is one of the questions I am asked most frequently. To answer that question, we need to...

I have spent time in most parts of the financial services industry. I worked for an insurance company, was an employee of a big box...