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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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Debt Stress

Debt Stress

There’s a link between debt and stress.

An Arm and a Leg

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.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

So Your Data Has Been Leaked – Now What?

Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

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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.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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