Lifestyle | David Connolly, CFA®, QPFC

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.”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Surprises

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Suddenly Single: 3 Steps to Take Now

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

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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Acres of Diamonds

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

Surprises

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

To Buy or Not to Buy

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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.

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Articles

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Retiring Wild: National Parks and You

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

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Protecting Loved Ones From Elder Financial Abuse

More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.

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Videos

Suddenly Single: 3 Steps to Take Now

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

Acres of Diamonds

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

What to Do When You Lose Your Wallet

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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.

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