Lifestyle | Principled Wealth Advisors

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

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

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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.

Pickleball in Retirement

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

Suddenly Single: 3 Steps to Take Now

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

The Financial Literacy Crisis

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

Personal Finance Tips for Military Families

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

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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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

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

Surprises

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

Choosing a Mortgage

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

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Articles

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?

Building Your Legacy

A four-step framework for building a personal legacy.

The Financial Literacy Crisis

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

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Why AI Can’t Replace Your Financial Advisor

Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Videos

Surprises

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

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.

Choosing a Mortgage

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

Forecast

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

The Richest Man in Babylon

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

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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