Lifestyle | The Kashian Karels Group

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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To Buy or Not to Buy

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

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

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 Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

A House Divided

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

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.

Women Talking Wealth: Kathy Cobb

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

Personal Finance Tips for Military Families

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

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

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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.

Surprises

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

Acres of Diamonds

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

Coaches

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

Choosing a Mortgage

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

Suddenly Single: 3 Steps to Take Now

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

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Articles

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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.

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.

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.

Is it Time to Make a Change?

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

Countdown to College

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

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Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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.

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