Lifestyle

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.”

Featured Video

Acres of Diamonds

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

Forecast

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

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

What to Do When You Lose Your Wallet

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

• Articles

  Raising Healthy Children

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

  How to Keep Building Wealth When Costs Rise

  Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  Countdown to College

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

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  Please Leave Home Without It

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

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• Calculators

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  How Much Home Can I Afford?

  Estimate how much home may fit within your budget based on income and expenses.

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

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• Videos

  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.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

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