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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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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.
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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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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.
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.
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.
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.
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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