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.”
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Debt Stress
There’s a link between debt and stress.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ten Financial Moves to Make When Your Child Turns 18
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Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
Giving Love - and Money - to the Grandkids
Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.
How To Read the Financial News
In an era of AI-generated content, how do you separate fact from fiction
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
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