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.”
Surprises
Making the most of surprises is a great reason to work with us.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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