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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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

What Generation Z Employees Really Want

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Not Just Equal Pay, Equal Job Security

While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...

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Grief and Finances: Communication to Financial Preparedness

The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...

Work/Life Fluidity: Less Stress, Higher Productivity

There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.

Pay it Forward: Financial Wellness for Employees

Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.

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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What to Do When You Lose Your Wallet

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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