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

Suddenly Single: 3 Steps to Take Now

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Stop Wasting Money

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

To Buy or Not to Buy

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

• Articles

  Personal Finance Tips for Military Families

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

  A House Divided

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

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  To Catch a Thief

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

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Creative Ways to Motivate Your Employees

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

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• Calculators

  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.

  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.

  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.

  Can I Refinance My Mortgage?

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

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• Videos

  Surprises

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

  Choosing a Mortgage

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

  What to Do When You Lose Your Wallet

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

  Forecast

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

  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.

  Acres of Diamonds

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

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