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.
Have A Question About This Topic?
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
Building Your Legacy
A four-step framework for building a personal legacy.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
View all articles
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.
View all calculators
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
View all videos
-
Articles
-
Calculators
-
Videos