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?

Suddenly Single: 3 Steps to Take Now

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

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.

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.

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

Pickleball in Retirement

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

Money Draining Food Myths

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

Data Breach: Your Security To-Do List

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

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

To Catch a Thief

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

View all articles

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.

Suddenly Single: 3 Steps to Take Now

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

Forecast

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

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.

View all videos

Articles

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.

So Your Data Has Been Leaked – Now What?

Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

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.

How Boomers and Millennials Differ

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

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.

Raising Healthy Children

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

View all articles
Videos

Acres of Diamonds

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

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.

Suddenly Single: 3 Steps to Take Now

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

Coaches

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

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.

View all videos