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.”

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Surprises

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

The Richest Man in Babylon

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

A House Divided

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

Forecast

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

• Articles

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  How Families Can Build a Financially Informed Legacy

  How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

  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?

  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.

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

  Legacy Planning in Retirement: Passing Down Financial Values

  Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

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• Calculators

  What's Your MPG?

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

  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.

  Rent vs Buy Calculator

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

  Bi-Weekly Payments

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

  Can I Refinance My Mortgage?

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

  Should I Buy or Lease an Auto?

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

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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.

  Acres of Diamonds

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

  The Richest Man in Babylon

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

  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.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Forecast

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

  View all videos