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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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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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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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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