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.”

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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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.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Surprises

Making the most of surprises is a great reason to work with us.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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Articles

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

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?

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.

So Your Data Has Been Leaked – Now What?

Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

Wealth Management in Real Life

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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Videos

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

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