is a Unique Form of Poverty A quote from Morgan Housel’s The Art of Spending Money has stayed with me: “Wealth without freedom is a unique form of poverty.” I see this in real life. Families who worked hard, saved...
Not long ago, Trish and I did something we hadn’t done in quite a while, we sat down with one of our advisors to update our Signature Life Plan. I’ve helped hundreds of families build theirs over the years, but...
In my last article, I talked about the worry many parents share: “Will my money ruin my kids?” The truth is, money itself won’t ruin them; it’s how it’s handled, shared, and taught that makes the difference. But what if...
One of the most common questions I hear from parents is: “Will my money ruin my kids?” The truth is, it’s rarely the money itself that causes problems. What parents are really asking is whether their children are prepared to...
Why so many of your new neighbors chose the South Carolina coast, and how to make the most of your move personally and financially. For many, understanding the importance of Pawleys Island financial planning can bring clarity. When I walked...
From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income...
Make no mistake, your healthcare in retirement is one of the most important parts of your retirement planning. Now is the time to start gauging how much money you need. The front lines of the baby boomer generation have already...
Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving your documents If a fire, hurricane or other natural disaster...
With spring in the air, now is a popular time to organize and declutter. But if you’re making a list of items for your kids or grandkids to pick up, you might want to establish a backup plan. According to...
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including...
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