The Nine Core Values of Financial Advice

January 05, 2015

What does the game of golf have in common with the financial planning profession? According to my colleague Paul Wannemacher, there are many parallels between the two.  The financial planning process is all about aligning your money and wealth with your life goals and personal values. As Paul explores below, professional financial advisors have an important role in this process and your financial future should be treated with the highest levels of professionalism and integrity: Continue reading “The Nine Core Values of Financial Advice”

How to Get Out of the Divorce Sinkhole

March 15, 2013

Having spent many afternoons on a golf course and being of very limited ability in that sport, I have had had my ball land in some very interesting places.  None of them would be as interesting, though, as the golfer in this story.  His ball, along with his body, ended up in an 18-foot deep sinkhole. And, he got a separated shoulder in the fall.  I’ve had bad days on the golf course, but never THAT bad!  The good news is that he was pulled from the hole and his shoulder will heal very quickly! Continue reading “How to Get Out of the Divorce Sinkhole”

The Curious Similarities Between Golf and Managing Personal Finances

April 11, 2012

Greg is on vacation this week so this blog contribution is provided by Scott M. Spann, CFP®, EA, one of our Resident Financial Planners at Financial Finesse.

Living in the coastal region of South Carolina (affectionately referred to as the “low country”) provides residents like me and our frequent visitors with an abundance of recreational, entertainment and cultural opportunities. I guess that is why our coastal communities like Hilton Head, Charleston, and Myrtle Beach remain popular retirement and vacation destinations for those seeking changes in “latitude” later in life. Walks on the beach, arts festivals, historic tours, boating, kayaking, fishing, and reading a book while lying in a hammock are just a few of the leisure options that I try to take advantage of as much as possible whenever there is downtime.  But when the azaleas and dogwood trees start to bloom and the sports world shifts its attention just up the road to Augusta, Georgia for the Masters Tournament like it did last week – golf occupies a significant portion of the leisure section of my brain. Continue reading “The Curious Similarities Between Golf and Managing Personal Finances”