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.”
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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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Surprises
Making the most of surprises is a great reason to work with us.
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.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
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.
"Am I Ready to Move Out of My Parents' House?"
Here are five steps you can take to pursue your own independence.
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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