Lifestyle | The Helms Shadid 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.”

Coaches

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

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Surprises

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

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What to Do When You Lose Your Wallet

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

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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.

Bull & Baird: Reelin' in the Year

What would be your soundtrack of 2025? Mike shares the songs he would pick to be the backdrop of this year in investing.

The Financial Literacy Crisis

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

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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.

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.

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.

Coaches

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

Surprises

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

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Articles

Saving for College: A Brief Guide for Parents

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

Smart Moves for a Healthier Medical Practice

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

Wealth Management in Real Life

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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.

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

Choosing a Mortgage

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

The Richest Man in Babylon

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

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.

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.

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