Charleston Financial Advisor

Coastal Wealthisms

The Meaning of Wealth

The meaning of wealth isn’t necessarily defined solely by the dollars in our bank account or the value of our investments, but rather how those

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Financial Plan

Helping Parents with Finances

Discussing money with family quite often becomes uncomfortable for most people especially when helping parents with finances. If you think about your life, you probably

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Coastal Wealthisms

Effective Financial Planning

You’re going somewhere, but is ‘somewhere’ really where you want to be? Life is a journey and managing your money effectively helps it become magnificent.

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Financial Plan

Understanding a Car Lease

Purchasing a car is a sizeable financial decision that requires extensive thought and research. An alternative option to buying is leasing, but there are pros

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Budgeting

Creating a Budget

Who says you can’t budget for your guilty pleasures? Well, we believe you can! Of course your budget may include things such as utility bills, gas,

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Budgeting

Budgeting Apps

  Who says creating and maintaining your personal financial budget has to be a painful process? Sure, the mention of budgeting naturally causes us to

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