ACTIVE LIFESTYLE FINANCIAL PLANNING

Seth Godin and Carl Richards are my two brilliant “digital mentors.” 

If you are unfamiliar, Seth is considered to be a modern-day marketing God, but he is so much more. His daily blog provides insights that are invaluable in all areas of a business owner’s (and really...

Hurricane Florence: The Storm of a Lifetime That Wasn't. A juxtaposition of the national reporting and the week on the ground in Charleston, SC

Were all going to die! Everybody run for your lives! That was the message a full week ahead of hurricane Florence's potential...

People don't value things that they receive easily or with little effort. Free things they value least because they have invested nothing to get them.

In order for someone to appropriately value and truly appreciate something, they need to have gone through the cycle of...

If your advisor's value proposition has anything to do with their ability to pick stocks or "beat the market," that is a relationship that you may want to re-evaluate.

On my run down the beach this morning, it dawned on me that I seldom look at how far it is to the finish anymore. I remember when I started running I was always looking to see how far I had to go. I also remember how discouraging it was each time I looked up to see the...

Credit Score, why do I need to know it? What is it? Does it really matter?

Find out how it all works ~

One of the major objectives in our cash flow review meeting is to completely understand the client’s cash flow picture. This means the income and outflow of cash to a...

As I sit here with the sun out, power restored and waiting on the internet, TV and phone to resume business, I figured I would share a couple of things that were made obvious by our most recent Hurricane Irma experience.

1. We Take a Horrendous Amount of Things for Gran...

At this point, we are all pretty much aware of the benefits of regular exercise for our physical health.

The key to staying in shape is making it a priority and scheduling time in your week to train. Few, even those who have enviable physical training regimens, seem to...

Mindfulness

I have been recommending Mindfulness to planning clients lately for a multitude of issues. A practice of Mindfulness is much needed given our current pace of life and it has been helpful to me personally in a number of areas so I thought I would share the ty...

Save an Average of $5,000 by Selling Your Home Yourself (and spend it on a financial plan) 

The average American pays $12,000 in commissions every time they sell a home. The median home value in the US is around $200,000. The typical real estate fee a seller pays to se...