Lifestyle | Deborah Barnes, CPA

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.”

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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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.

Wealth Management in Real Life

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

Surprises

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

How Boomers and Millennials Differ

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Women Talking Wealth: Kathy Cobb

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

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

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Surprises

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

Coaches

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

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.

Acres of Diamonds

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

What to Do When You Lose Your Wallet

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

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Articles

Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Gone Phishing

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

Parental Loans and Paying for College

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

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Videos

Suddenly Single: 3 Steps to Take Now

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

Choosing a Mortgage

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

Coaches

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

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.

What to Do When You Lose Your Wallet

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

Acres of Diamonds

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

View all videos