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.

Surprises

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

Business Boosters: Can Your Business Survive Without You?

If you didn't show up tomorrow, would your employees be able to go it alone?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

• Articles

  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?

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

  Crowdfunding—Capital for the 21st Century

  Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

  Saving on Fitness Center Membership Costs

  There are ways to improve your physical fitness without denting your fiscal fitness.

  5 Things That Seasoned Travelers Are Doing (That You're Not)

  A collection of tips from professional travelers.

  As of Today, You’re Different.

  Help others achieve life-long financial balance with just a desire to be something different.

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• Calculators

  Can I Refinance My Mortgage?

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

  Bi-Weekly Payments

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

  Should I Buy or Lease an Auto?

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

  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.

  Should I Pay Off Debt or Invest?

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

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

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• Videos

  To Buy or Not to Buy

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

  It May Be Time for a Financial Checkup

  It’s never a bad time to speak with your financial advisor about changes in your situation.

  The Richest Man in Babylon

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

  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.

  The Independence of Financial and Emotional Well-Being

  Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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