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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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Marriage & Money - Part I
According to some statistics, couples argue about money more than anything else. If that's you, then putting some focused effort into your finances could literally save your marriage. Here's how...
4 min read


Make the Most of Your Windfall
Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.
5 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...
1 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
2 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
3 min read

The Money Checklist | A Financial Plan to Follow - Phase 1
Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.
4 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...
5 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...
1 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...
5 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
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