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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

The Richest Man in Babylon

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Coaches

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

• Articles

  Please Leave Home Without It

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

  Debt Stress

  There’s a link between debt and stress.

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  A Path to Serenity and Smart Money Choices

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

  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

  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.

  Comparing Mortgage Terms

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

  Bi-Weekly Payments

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

  Can I Refinance My Mortgage?

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

  Should I Pay Off Debt or Invest?

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

  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.

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• Videos

  Surprises

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

  To Buy or Not to Buy

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

  The Richest Man in Babylon

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

  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.

  Coaches

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

  Choosing a Mortgage

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

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