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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Surprises
Making the most of surprises is a great reason to work with us.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Debt Stress
There’s a link between debt and stress.
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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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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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