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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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
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.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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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