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.”

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To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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...

Infographic: LGBTQ Proud

The LGBTQ community has fought hard for fundamental human rights, from workplace treatment and healthcare to marriage and family planning. These milestones in LGBTQ rights, coupled with strong financial habits, can help create...

Financial Hacks for Millennials: Going Back to School

As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.

Bulletproofing Your Business

Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Helping Charities Helps You

Donation is on people’s minds around tax season.

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Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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?

View all videos