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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Family Governance: A Key to Maintaining Your Legacy
As your family expands, a governance plan can help keep your vision, values and mission on track.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Bull & Baird: Reelin' in the Year
What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.
Family Governance: A Key to Maintaining Your Legacy
As your family expands, a governance plan can help keep your vision, values and mission on track.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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