Lifestyle | Gene Shaw

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.”

Surprises

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

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Acres of Diamonds

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

5 Steps Toward Successful Business Exit Planning

An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Catch a Thief

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

Personal Finance Tips for Military Families

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

Is Your Current Model Limiting Your Growth?

If you’ve been thinking what the next step in your career could look like, explore growth with the right team.

Pickleball in Retirement

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

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

Practical Moves to Safeguard Your Financial Progress

Explore these strategies to help protect your purchasing power in a world of rising costs.

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Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

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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.

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

What to Do When You Lose Your Wallet

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

Forecast

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