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

The Richest Man in Babylon

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

Choosing a Mortgage

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

Stop Wasting Money

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

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.

• Articles

  Raising Healthy Children

  Healthy habits are one of the greatest gifts to give your child.

  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.

  Creative Ways to Motivate Your Employees

  Five creative (and inexpensive) ideas for motivating your employees.

  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?

  Countdown to College

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

  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.

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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.

  Rent vs Buy Calculator

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

  How Much Home Can I Afford?

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

  What's Your MPG?

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

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• Videos

  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.

  Forecast

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

  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.

  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.

  To Buy or Not to Buy

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

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