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

What to Do When You Lose Your Wallet

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

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Surprises

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

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

  Countdown to College

  Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

  Lots of Variables with Fixed-Rate Mortgages

  When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

  Raising Healthy Children

  Healthy habits are one of the greatest gifts to give your child.

  Good Health is Good Business

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

  Saving on Subscription Service Costs

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

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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.

  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.

  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.

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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

  To Buy or Not to Buy

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

  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.

  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.

  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.

  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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