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.”
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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.
Building Your Legacy
A four-step framework for building a personal legacy.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Best Apps in Travel
Technology tips to make your next trip even better.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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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