Lifestyle | Seth Kaplan

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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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.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Forecast

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

Creative Ways to Motivate Your Employees

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

Retiring Wild: National Parks and You

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

Guidance That Grows With You: The Role of Your Advisor

How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

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.

Debt Stress

There’s a link between debt and stress.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Surprises

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

Forecast

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

Acres of Diamonds

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

The Richest Man in Babylon

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

Suddenly Single: 3 Steps to Take Now

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

Coaches

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

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Articles

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Building Your Legacy

A four-step framework for building a personal legacy.

How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction

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Videos

Acres of Diamonds

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

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.

Forecast

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

To Buy or Not to Buy

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Suddenly Single: 3 Steps to Take Now

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

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