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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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.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
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.
Bull & Baird: Reelin' in the Year
What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
How To Talk With Your Family About Wealth
Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.
Funding Your Career Break: A Step-by-Step Guide
Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
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