3 Reasons to Celebrate!

The new year is here and we have some exciting news to share!  So here they are, 3 reasons to celebrate... 

First, you likely remember that last year we announced that we'd have a savings competition... the client (or clients if a couple) who saved the largest percentage of their gross income would win a gift card to Hall's Chophouse from us. Well, we ran the numbers and found our best saving couple in 2019. These folks managed to save 28.8%! Yes, that's nearly one third of their gross income! How impressive is that!? This humble couple would like to remain anonymous, but here's what I can share:

Me: What is the key to success in being able to save 28.8% of your gross income?

The Winners:

1. Sticking to a monthly budget.

2. Committing half of each bonus received to be used towards long-term financial goals.

Mr. & Mrs. Winner, great job and congratulations to you! We hope you enjoy a very special evening out celebrating your success.

Also on the topic of winning...

We would like to thank each and every one who cast their votes for us in the Best of Mount Pleasant competition. It is a great honor to be named the Best Financial Planner in Mount Pleasant by the people who know us best. We are proud and grateful to be part of such a thriving community. Click here to check out the winners in all of the categories.

I wish you all a very happy and prosperous 2020... I hope you're looking forward to seeing what this year holds as much as I am.