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.”
Surprises
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How To Read the Financial News
In an era of AI-generated content, how do you separate fact from fiction
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What Is Your Time Worth?
Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
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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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.
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.
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