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.”

Coaches

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

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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.

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

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.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Protecting Loved Ones From Elder Financial Abuse

More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.

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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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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Forecast

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.

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Articles

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

Bull & Baird: Inside Out

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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