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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Supporting Local Business In a Crisis

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Good Health is Good Business

Good Health is Good Business

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

Surprises

Surprises

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

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.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Raising Healthy Children

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

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Acres of Diamonds

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

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.

What to Do When You Lose Your Wallet

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

To Buy or Not to Buy

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

Surprises

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

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