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.”
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
Surprises
Making the most of surprises is a great reason to work with us.
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.