Lifestyle | The Rixse Todd 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.”

Forecast

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

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What to Do When You Lose Your Wallet

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

The Financial Literacy Crisis

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

Surprises

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

Personal Finance Tips for Military Families

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

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 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.

Bull & Baird: Inside Out

We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

Practical Strategies to Safeguard Your Online Information

What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

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What to Do When You Lose Your Wallet

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

The Richest Man in Babylon

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

Forecast

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

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.

Acres of Diamonds

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

Surprises

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

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Articles

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.

Stop Wasting Money

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

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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.

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.

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.

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Videos

Surprises

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

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

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.

The Richest Man in Babylon

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

View all videos