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.”

Coaches

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

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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.

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Practical Strategies to Safeguard Your Online Information

What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

Countdown to College

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

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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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Suddenly Single: 3 Steps to Take Now

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

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.

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.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Surprises

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

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Articles

Is it Time to Make a Change?

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

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

To Catch a Thief

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

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

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

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