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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
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.
Saving for College: A Brief Guide for Parents
Key questions to help you get started on funding your kids’ education.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
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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.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
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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