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.”
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Guidance That Grows With You: The Role of Your Advisor
How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
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