Lifestyle | The Arnold & Tai 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.”

The Richest Man in Babylon

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

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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.

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.

Surprises

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

Debt Stress

There’s a link between debt and stress.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Stop Wasting Money

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

Saving for College: A Brief Guide for Parents

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

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.

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To Buy or Not to Buy

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

Suddenly Single: 3 Steps to Take Now

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

What to Do When You Lose Your Wallet

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

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.

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.

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Articles

Building Your Legacy

A four-step framework for building a personal legacy.

So Your Data Has Been Leaked – Now What?

Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

Smart Moves for a Healthier Medical Practice

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

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.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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.

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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.

The Richest Man in Babylon

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

Coaches

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

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.

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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