Lifestyle | Ken Woodford, CFP®, QPFC

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.”

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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Surprises

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

Women Talking Wealth: Kathy Cobb

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

Acres of Diamonds

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

Building Your Legacy

A four-step framework for building a personal legacy.

Is it Time to Make a Change?

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

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Bull & Baird: Reelin' in the Year

What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.

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.

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What to Do When You Lose Your Wallet

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

The Richest Man in Babylon

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

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.

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.

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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Articles

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.

Retiring Wild: National Parks and You

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

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.

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?

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Choosing a Mortgage

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

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.

To Buy or Not to Buy

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

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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