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.”
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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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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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.
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.
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.
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