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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

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

Countdown to College

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

Suddenly Single: 3 Steps to Take Now

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

• Articles

  Passing Down Financial Values as a Part of Your Legacy

  Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

  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.

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  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.

  Mastering Mobile Lingo

  Do you understand these common mobile slang terms?

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

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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?

  Estimate how much home may fit within your budget based on income and expenses.

  Rent vs Buy Calculator

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

  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

  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.

  Forecast

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

  Choosing a Mortgage

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

  Consider These 3 Things Before Driving Off the Lot

  Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

  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.

  Acres of Diamonds

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

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