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.”
Surprises
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Unretire?
If you’re considering returning to work after retirement, ask yourself these questions before you decide.
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.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Why AI Can’t Replace Your Financial Advisor
Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
4 Questions Adult Children Should Ask Their Parents
Talking with your parents about estate planning can help you avoid troublesome legal and financial problems later.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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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.
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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