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.”

Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.

7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
6 Tips From Tech Start-ups for Your Non-tech Business
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Building Your Legacy
A four-step framework for building a personal legacy.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Financial Fixes: The Hidden Costs of Home Ownership
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
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The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.