Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

To Consolidate or Not To Consolidate Your Student Debt

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

What Is Your Time Worth?

Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

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  • Building Your Legacy

    A four-step framework for building a personal legacy.

    Stop Wasting Money

    One way to find money is to examine your current spending habits and eliminate money wasters.

    Gone Phishing

    Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

    Countdown to College

    Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

    Giving Love - and Money - to the Grandkids

    Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

    Bull & Baird: The Meaning of Life

    Life asks for the same thing long-term investing does: perspective.

    View all articles

  • Surprises

    Making the most of surprises is a great reason to work with us.

    Choosing a Mortgage

    Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

    To Buy or Not to Buy

    The decision whether to buy or rent a home may have long-term implications.

    Coaches

    Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

    Forecast

    This short video helps explain why markets can be as unpredictable as the weather.

    The Richest Man in Babylon

    In good times and bad, consistently saving a percentage of your income is a sound financial practice.

    View all videos