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.”
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Debt Stress
There’s a link between debt and stress.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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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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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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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