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

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Choosing a Mortgage

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

• Articles

  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.

  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.

  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

  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.

  Early Lessons for Raising Financially Confident Kids

  Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

  Pickleball in Retirement

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

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• Calculators

  Should I Buy or Lease an Auto?

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

  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.

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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.

  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.

  Coaches

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

  Acres of Diamonds

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

  Forecast

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

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