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.”

 
 
 
Acres of Diamonds

Acres of Diamonds

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

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Coaches

Coaches

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

 

The Best Apps in Travel

Technology tips to make your next trip even better.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Choosing a Mortgage

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

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.

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