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.

Suddenly Single: 3 Steps to Take Now

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

Saving on Subscription Service Costs

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

Surprises

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

• Articles

  Creative Ways to Motivate Your Employees

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

  Saving on Subscription Service Costs

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

  A House Divided

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

  Please Leave Home Without It

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

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

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• Calculators

  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 Pay Off Debt or Invest?

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

  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.

  Can I Refinance My Mortgage?

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

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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

  Coaches

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Choosing a Mortgage

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

  Forecast

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

  What to Do When You Lose Your Wallet

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

  Surprises

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

  View all videos