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

What to Do When You Lose Your Wallet

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Is Your Current Model Limiting Your Growth?

If you’ve been thinking what the next step in your career could look like, explore growth with the right team.

Choosing a Mortgage

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

• Articles

  Stop Wasting Money

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

  A Cheat Sheet for Sending Your Kid to College

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

  6 Smart Money Habits for Building Long-Term Wealth

  Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Pickleball in Retirement

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

  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?

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• Calculators

  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.

  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.

  Should I Buy or Lease an Auto?

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

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• Videos

  The Richest Man in Babylon

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

  To Buy or Not to Buy

  The decision whether to buy or rent a home may have long-term implications.

  What to Do When You Lose Your Wallet

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

  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.

  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.

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