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.”
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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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Building Your Legacy
A four-step framework for building a personal legacy.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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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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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprises
Making the most of surprises is a great reason to work with us.