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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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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.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
Surprises
Making the most of surprises is a great reason to work with us.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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.
Bull & Baird: Resilience
Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.
Wealth Management in Real Life
Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Family Values: Charting Your Future
How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?
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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.
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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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