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.”

Featured Video

To Buy or Not to Buy

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

Perspectives on Technology

How does Baird’s technology provide clients with peace of mind on their financial plan?

• Articles

  The ABCs of HSAs

  With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

  Creative Ways to Motivate Your Employees

  Five creative (and inexpensive) ideas for motivating your employees.

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

  Women Talking Wealth: Kathy Cobb

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

  Gone Phishing

  7 red flags that an email you received is actually an attempt to steal your personal information

  Wealth Management in Real Life

  Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

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• Calculators

  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 Pay Off Debt or Invest?

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

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• Videos

  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.

  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.

  Coaches

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

  To Buy or Not to Buy

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

  The Richest Man in Babylon

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

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