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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Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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

Countdown to College

Countdown to College

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

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.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Putting a Price Tag On Your Health

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

Countdown to College

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

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Surprises

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

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.

Choosing a Mortgage

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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  • Fixed or Variable Mortgage, Which Should You Pick?

    When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

    Stop Wasting Money

    One way to find money is to examine your current spending habits and eliminate money wasters.

    Financial Aid for Students 101

    Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

    Please Leave Home Without It

    Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

    Money Draining Food Myths

    These food myths will really put a drain on your wallet.

    To Catch a Thief

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

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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.

    Surprises

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

    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.

    Coaches

    Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

    Acres of Diamonds

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

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