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

Choosing a Mortgage

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

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.

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Forecast

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

• Articles

  Building Your Legacy

  A four-step framework for building a personal legacy.

  Creative Ways to Motivate Your Employees

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

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

  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.

  Raising Healthy Children

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

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• Calculators

  Should I Buy or Lease an Auto?

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

  Can I Refinance My Mortgage?

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

  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.

  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.

  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.

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• Videos

  Suddenly Single: 3 Steps to Take Now

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

  Choosing a Mortgage

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

  Coaches

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

  Forecast

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Surprises

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

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