Lifestyle | Bob Browne

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.

Have A Question About This Topic?

Surprises

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

How To Read the Financial News

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

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.

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.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

How To Read the Financial News

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

Saving for College: A Brief Guide for Parents

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

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Money Draining Food Myths

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

View all articles

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Surprises

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

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.

Coaches

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

View all videos

Articles

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Money Draining Food Myths

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

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

View all articles
Videos

To Buy or Not to Buy

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

The Richest Man in Babylon

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

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.

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.

Coaches

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

Forecast

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

View all videos