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.”

Surprises

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

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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.

Countdown to College

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

To Catch a Thief

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

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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.

Surprises

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

Suddenly Single: 3 Steps to Take Now

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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.

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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Articles

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Videos

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.

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.

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.

Forecast

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

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