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.

Choosing a Mortgage

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

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

• Articles

  Countdown to College

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

  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?

  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.

  A Path to Serenity and Smart Money Choices

  An article about meditation, mindfulness, and financial well-being.

  Please Leave Home Without It

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

  Personal Finance Tips for Military Families

  Military families face unique challenges, making personal finance even more critical.

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• Calculators

  How Much Home Can I Afford?

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

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• Videos

  Acres of Diamonds

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

  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.

  To Buy or Not to Buy

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

  Suddenly Single: 3 Steps to Take Now

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

  Coaches

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

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