Lifestyle | Mona Sarkar, J.D

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.”

Acres of Diamonds

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

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Suddenly Single: 3 Steps to Take Now

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

Debt Stress

There’s a link between debt and stress.

The Richest Man in Babylon

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

Retiring Wild: National Parks and You

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

Countdown to College

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

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

Personal Finance Tips for Military Families

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

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

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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.

To Buy or Not to Buy

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

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.

Choosing a Mortgage

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Articles

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.

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.

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

Debt Stress

There’s a link between debt and stress.

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Videos

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

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

Acres of Diamonds

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

Coaches

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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