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,...

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...

What a great way to start 2019, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your...

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...

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...

I'm glad to have my wife back to share the "normal" person's perspective. It's real, funny, and slightly embarrassing. Enjoy... Money:...

Couples argue about money. In fact, according to some statistics, couples argue about money more than anything else. But I think we can...

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

What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...

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...

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...

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...

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...

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...

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...

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....

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,...

There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...

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...