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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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Your financial world in one place

WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

4 Steps to Communicate More Effectively with Clients

I thought you might be interested in reading the latest GPS Practice Insights blog.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Surprises

Making the most of surprises is a great reason to work with us.

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