Lifestyle | Park Dougherty

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.”

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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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.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

Saving for College: A Brief Guide for Parents

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

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

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.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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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.

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.

To Buy or Not to Buy

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

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.

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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Articles

The Financial Literacy Crisis

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

Wealth Management in Real Life

Just engaged? Here’s how to financially plan ahead for marriage, a house and kids.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Smart Moves for a Healthier Medical Practice

These small-business strategies can help your healthcare practice grow and your headaches shrink.

What Is Your Time Worth?

Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

Is it Time to Make a Change?

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

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Videos

Forecast

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

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.

To Buy or Not to Buy

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

Surprises

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

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.

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