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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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

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

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

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.

• Articles

  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.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  Personal Finance Tips for Military Families

  Military families face unique challenges, making personal finance even more critical.

  Maintaining Financial Well-Being Through a Divorce

  Are you prepared for the transition of untying the knot?

  Is it Time to Make a Change?

  When do you know? And when do you know you’re ready?

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• Videos

  To Buy or Not to Buy

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

  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.

  Choosing a Mortgage

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

  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.

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