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.
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Keep Your Private Information Private
Here are some easy steps you can take to keep your personal information away from prying eyes.
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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprises
Making the most of surprises is a great reason to work with us.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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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