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

Choosing a Mortgage

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

Featured Presentation

Managing Your Lifestyle

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Good Health is Good Business

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

• Articles

  Countdown to College

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

  Debt Stress

  There’s a link between debt and stress.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  Putting a Price Tag On Your Health

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

  Four Great, Unexpected Places to Raise a Family

  Here are 4 great, and sometimes unexpected, places to raise a family.

  To Catch a Thief

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

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• Calculators

  Bi-Weekly Payments

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

  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.

  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 Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

  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

  Forecast

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

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider when buying or leasing your next vehicle.

  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.

  Acres of Diamonds

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

  Surprises

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

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