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.”
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.
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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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
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.
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?
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Ten Financial Moves to Make When Your Child Turns 18
Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
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