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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
Debt Stress
There’s a link between debt and stress.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
"Am I Ready to Move Out of My Parents' House?"
Here are five steps you can take to pursue your own independence.
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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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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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