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.

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.

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.

Surprises

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

• Articles

  Pickleball in Retirement

  Learn about the latest sport to sweep the nation with this informative article.

  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?

  A House Divided

  By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

  Creative Ways to Motivate Your Employees

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

  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.

  Countdown to College

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

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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.

  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.

  Rent vs Buy Calculator

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

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• Videos

  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.

  The Richest Man in Babylon

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  To Buy or Not to Buy

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

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