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.”

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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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Money Draining Food Myths

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

Forecast

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

Debt Stress

There’s a link between debt and stress.

Collaboration is key to financial success

Life can get busy and complicated, but money management shouldn’t have to take a back seat. WealthLink – your personal financial website – can equip you with the tools and knowledge to monitor your financial wellbeing, now and into the future. Call me today to learn more.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Creative Ways to Motivate Your Employees

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Please Leave Home Without It

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

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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.

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.

Suddenly Single: 3 Steps to Take Now

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

Surprises

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

To Buy or Not to Buy

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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Articles

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Physicians: Take care of your financial health

Your career demands time and energy and may not leave much space for financial management. That’s where I come in. I’m proud to work with heroes who dedicate themselves to healing and caring for others. Contact me today, and let’s work on reaching your financial wellness goals.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Collaboration is key to financial success

Life can get busy and complicated, but money management shouldn’t have to take a back seat. WealthLink – your personal financial website – can equip you with the tools and knowledge to monitor your financial wellbeing, now and into the future. Call me today to learn more.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Videos

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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.

Suddenly Single: 3 Steps to Take Now

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

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.

Coaches

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

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