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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The Richest Man in Babylon

The Richest Man in Babylon

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

Your financial world in one place

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

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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