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.”

 
 
 
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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

Prevent a Rift: Money Tips for Newlyweds

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.

Choosing a Mortgage

Choosing a Mortgage

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

 

A House Divided

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

Crowdfunding—Capital for the 21st Century

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

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Personal Finance Tips for Military Families

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

Countdown to College

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

Please Leave Home Without It

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

View all articles arrow

Bi-Weekly Payments

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

Should I Buy or Lease an Auto?

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

Comparing Mortgage Terms

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

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.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

View all calculators arrow

Managing Your Lifestyle

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

View all presentations arrow

Surprises

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

Coaches

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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.

Acres of Diamonds

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

View all videos arrow