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.”

Featured Video

What to Do When You Lose Your Wallet

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

Surprises

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

What Is Your Time Worth?

Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

• Articles

  Saving for College: A Brief Guide for Parents

  Key questions to help you get started on funding your kids’ education.

  Debt Stress

  There’s a link between debt and stress.

  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.

  Bull & Baird: Resilience

  Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

  Bull & Baird: The Meaning of Life

  Life asks for the same thing long-term investing does: perspective.

  Guidance That Grows With You: The Role of Your Advisor

  How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

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• Videos

  Coaches

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

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  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.

  Forecast

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

  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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