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.”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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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.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
Guidance That Grows With You: The Role of Your Advisor
How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.
So Your Data Has Been Leaked – Now What?
Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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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