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.”
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
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.
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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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.
How To Read the Financial News
In an era of AI-generated content, how do you separate fact from fiction
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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