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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Surprises
Making the most of surprises is a great reason to work with us.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Funding Your Career Break: A Step-by-Step Guide
Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Bull & Baird: Reelin' in the Year
What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.
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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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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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