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.

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.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Suddenly Single: 3 Steps to Take Now

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

• Articles

  Debt Stress

  There’s a link between debt and stress.

  Putting a Price Tag On Your Health

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

  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.

  Creative Ways to Motivate Your Employees

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

  Please Leave Home Without It

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

  The Three Keys to a Great Password

  Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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• Calculators

  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.

  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.

  Bi-Weekly Payments

  This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

  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.

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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

  What to Do When You Lose Your Wallet

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

  Acres of Diamonds

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

  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.

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider 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.

  Surprises

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

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