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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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.
Building Your Legacy
A four-step framework for building a personal legacy.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
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.
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.
Building Your Legacy
A four-step framework for building a personal legacy.
Paying for Graduate School
You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?
Bull & Baird: The Meaning of Life
Life asks for the same thing long-term investing does: perspective.
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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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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
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