Lifestyle | Sean Wintz

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.”

Coaches

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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.

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

Surprises

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

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.

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Practical Strategies to Safeguard Your Online Information

What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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Choosing a Mortgage

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

Suddenly Single: 3 Steps to Take Now

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

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

Surprises

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

To Buy or Not to Buy

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

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Articles

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

Creative Ways to Motivate Your Employees

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

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Videos

Choosing a Mortgage

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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.

Acres of Diamonds

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

Surprises

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

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