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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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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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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.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.