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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Surprises
Making the most of surprises is a great reason to work with us.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Saving for College: A Brief Guide for Parents
Key questions to help you get started on funding your kids’ education.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
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.
Surprises
Making the most of surprises is a great reason to work with us.
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.
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