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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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Debt Stress
There’s a link between debt and stress.
Bull & Baird: Inside Out
We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Protecting Loved Ones From Elder Financial Abuse
More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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