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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have A Question About This Topic?
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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
View all articles
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
View all videos
-
Articles
-
Videos