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.”
That big list of dreams and goals isn't the only way to look at your bucket list.
Have A Question About This Topic?
Couples may be able to head off many of the problems in a marriage that money can cause.
You’ve dedicated years to building your career and providing for your loved ones. I help professional women like you manage financial responsibilities – so you can take the time to care for yourself and enjoy the rewards of your hard work. Call me to discuss the benefits of WealthLink, your personal financial website.
Waddell & Reed’s national conference wrapped up June 9 in Atlanta and what an extraordinary event it was!
A four-step framework for building a personal legacy.
Military families face unique challenges, making personal finance even more critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.