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.”

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.

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To Buy or Not to Buy

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

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.

The Richest Man in Babylon

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

Countdown to College

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

Stop Wasting Money

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

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

Retiring Wild: National Parks and You

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

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Please Leave Home Without It

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

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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.

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.

Surprises

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

Suddenly Single: 3 Steps to Take Now

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

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Articles

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

Debt Stress

There’s a link between debt and stress.

Guidance That Grows With You: The Role of Your Advisor

How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

Putting a Price Tag On Your Health

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

The Financial Literacy Crisis

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

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.

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Videos

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.

Acres of Diamonds

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

Choosing a Mortgage

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

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.

View all videos