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

Acres of Diamonds

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

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

To Buy or Not to Buy

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

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.

Surprises

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

• Articles

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Apps That Help Achieve Goals

  If you find it hard to attain personal life goals, there’s an app for that!

  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.

  Mastering Mobile Lingo

  Can you keep up with your children’s mobile slang?

  Raising Healthy Children

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

  Please Leave Home Without It

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

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• Calculators

  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.

  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.

  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.

  Should I Pay Off Debt or Invest?

  This calculator will help determine whether you should invest funds or pay down debt.

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• Presentations

  Managing Your Lifestyle

  Using smart management to get more of what you want and free up assets to invest.

  View all presentations

• Videos

  Choosing a Mortgage

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

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  The Richest Man in Babylon

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

  What to Do When You Lose Your Wallet

  Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

  Suddenly Single: 3 Steps to Take Now

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

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider when buying or leasing your next vehicle.

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