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.”

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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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 Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

Making the most of surprises is a great reason to work with us.

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Articles

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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