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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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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.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Saving for College: A Brief Guide for Parents
Key questions to help you get started on funding your kids’ education.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
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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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
Surprises
Making the most of surprises is a great reason to work with us.
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