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.”
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What Generation Z Employees Really Want
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
Mental Health for the Next Gen: 4 Tips to Support Teens
The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing....
What Does That Mean? IDK
Financial acronyms you should know.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
Building Your Legacy
A four-step framework for building a personal legacy.
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?