PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

A lot of you are curious about what actually takes place at the introduction meeting. Maybe you've envisioned yourself listening to me give

Financial planning, investment management, and legacy planning help this family make smart decisions to make dreams come true… not only for themselves but future generations.

This article will help you find a trustworthy advisor and avoid the ones who have given the industry a bad reputation. Follow these steps to protect yourself and all that you've worked for.

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

This blog post discusses markets and mortgages and how to best prioritize the two in different market conditions.

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...

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.

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...

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...