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.”

What to Do When You Lose Your Wallet

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

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Suddenly Single: 3 Steps to Take Now

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

Pickleball in Retirement

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

Choosing a Mortgage

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

Wealth Management in Real Life

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Creative Ways to Motivate Your Employees

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

Raising Healthy Children

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

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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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Suddenly Single: 3 Steps to Take Now

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

Acres of Diamonds

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Articles

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.

How Boomers and Millennials Differ

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

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

Women Talking Wealth: Kathy Cobb

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

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

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.

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Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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.

Forecast

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

Surprises

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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