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.”
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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Surprises
Making the most of surprises is a great reason to work with us.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
Building Your Legacy
A four-step framework for building a personal legacy.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Laid Off: A Plan for When Things Don't Go to Plan
In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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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