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.”
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
Giving Love - and Money - to the Grandkids
Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Guidance That Grows With You: The Role of Your Advisor
How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.
Saving for College: A Brief Guide for Parents
Key questions to help you get started on funding your kids’ education.
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.
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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.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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