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?

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

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...

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
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...
Mentorship for Entrepreneurs: An Invaluable Resource
Entrepreneurship can be a rewarding but solitary pursuit.
6 Steps to Rewire the Mind-Money Connection
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
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Video: The Independence of Financial and Emotional
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?