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.”
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.
Have A Question About This Topic?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Debt Stress
There’s a link between debt and stress.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Debt Stress
There’s a link between debt and stress.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
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.
View all articles
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Surprises
Making the most of surprises is a great reason to work with us.
View all videos
-
Articles
-
Videos