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.”
Surprises
Making the most of surprises is a great reason to work with us.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Women Talking Wealth: Kathy Cobb
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Maintaining Financial Well-Being Through a Divorce
Are you prepared for the transition of untying the knot?
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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.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Surprises
Making the most of surprises is a great reason to work with us.
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