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.”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have A Question About This Topic?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Debt Stress
There’s a link between debt and stress.
Building Your Legacy
A four-step framework for building a personal legacy.
View all articles
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
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.
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.