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.”
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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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.
What Is Your Time Worth?
Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.
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.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
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.
Paying for Graduate School
You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?
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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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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