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.”

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It May Be Time for a Financial Checkup

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.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Perspectives on Education Planning

Perspectives on Education Planning

It’s never too soon to start saving for a child’s education given the rising cost of tuition.

Creative Ways to Motivate Your Employees

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

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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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Forecast

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

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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.

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