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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Surprises
Making the most of surprises is a great reason to work with us.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
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.
Ten Financial Moves to Make When Your Child Turns 18
Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Debt Stress
There’s a link between debt and stress.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Built To Last: Why Multigenerational Teams Matter
Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.
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.
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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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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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