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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To Buy or Not to Buy

To Buy or Not to Buy

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

Give to Charity Without Reducing Your Legacy

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...

Video: The Independence of Financial and Emotional

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?