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.”
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.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A Financial Checklist for Post-Graduates
Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Ten Financial Moves to Make When Your Child Turns 18
Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.
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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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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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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