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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Surprises
Making the most of surprises is a great reason to work with us.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A Financial Checklist for Post-Graduates
Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.
Protecting Loved Ones From Elder Financial Abuse
More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.
Gone Phishing
Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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