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.”
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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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
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.
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.
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.
Protecting Loved Ones From Elder Financial Abuse
More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.
Smart Moves for a Healthier Medical Practice
These small-business strategies can help your healthcare practice grow and your headaches shrink.
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.
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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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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