Creating a Clear Vision for the Future How do you envision your retirement years? How long is your bucket list? If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are…

There are more than 60 colleges and universities in my home state of South Carolina, ranging from large state schools to small private colleges. Each institution offers its own unique culture, curriculum, and opportunities. But how could you possibly pick…

They never send good news by mail. Have you ever seen someone get the interoffice envelope from corporate? You know, the one where they announce layoffs or early retirement packages. It can come out of the blue and bring with…

“Son, I love you, but you can’t come home right now.” It was raining and I was devastated. Little did I know that as I stood there at the convenience store pay phone, my mom was teaching me a lesson I would…

It was another cold morning in December. I drove down Irby Street on my way to work at a local middle school, for what must’ve been the 80th time.  This time though, something was different.  As I passed by Roses department store, I realized I…

If you could retire from work today, what would you do with your time? Would you travel, spend more time with your families, volunteer or pursue a favorite hobby? Well, what if I told you that you could do all of…

4 Stories of Financial Planning Pitfalls: What’s the Worst that Could Happen?  In my planning practice, I often find that’s a question people simply do not give enough consideration.  When it comes to your plans for the financial future, what -is-…

Lately, the stock market’s been the most turbulent in recent memory. For many investors, especially those with stock-heavy accounts, the market’s movements have felt like being on a seesaw with a bigger kid on the other side – they’re being…

One of the few things harder than staying in a bad relationship… is ending one. Whether it’s a business relationship or a personal one, it’s never easy to move on in a different direction, regardless of which side you might…

It’s not about the market, it’s about your goals. I’m going to be honest with you: Even after 17 years in the financial services industry, I do not spend my day staring at a computer watching what the S&P 500 is…