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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Protect Yourself From Wire Fraud
Wire fraud is one of the scariest forms of theft. Here’s how it happens and how to protect yourself from it.
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.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Paying for Graduate School
You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Practical Strategies to Safeguard Your Online Information
What can you do to protect yourself? Here are a few real-world strategies to keep in mind.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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