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.”
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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Is Your Current Model Limiting Your Growth?
If you’ve been thinking what the next step in your career could look like, explore growth with the right team.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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