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

To Buy or Not to Buy

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

Surprises

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

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Acres of Diamonds

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

• Articles

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Prevent a Rift: Money Tips for Newlyweds

  Couples may be able to head off many of the problems in a marriage that money can cause.

  Practical Moves to Safeguard Your Financial Progress

  Explore these strategies to help protect your purchasing power in a world of rising costs.

  Personal Finance Tips for Military Families

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

  Retiring Wild: National Parks and You

  Get ready to enjoy America’s national park system with this helpful article.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

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• Calculators

  Rent vs Buy Calculator

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

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  How Much Home Can I Afford?

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

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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• Videos

  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.

  To Buy or Not to Buy

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

  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.

  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.

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