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.”

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.

Featured Presentation

Managing Your Lifestyle

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

Have A Question About This Topic?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Acres of Diamonds

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Please Leave Home Without It

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

Retiring Wild: National Parks and You

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

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.

Putting a Price Tag On Your Health

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

Stop Wasting Money

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

View all articles

Bi-Weekly Payments

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

Should I Pay Off Debt or Invest?

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

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.

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.

Should I Buy or Lease an Auto?

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

View all calculators

Managing Your Lifestyle

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

View all presentations

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

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.

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.

Forecast

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