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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Forecast

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

An Arm and a Leg

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.

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: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

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?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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.

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Surprises

Making the most of surprises is a great reason to work with us.

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.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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.

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