PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

1 min read

The Personal Touch

The January/February issue of Mount Pleasant Magazine is out with all the results and some great articles, one of which I might be...

2 min read

The Money Checklist: Phase 3

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

3 min read

The Money Checklist: Phase 2

This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi

4 min read

The Money Checklist: Phase 1

People often say, “I’ve started saving. Now what should I do and in what order?” This 3-part blog series is my answer. I believe that your s

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...

1 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

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...

5 min read

Marriage & Money - Part IV

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...

4 min read

Marriage & Money - Part III

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...

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

Marriage & Money - Part I

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

SUBSCRIBE TO OUR BLOG