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

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.

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.

Building Your Legacy

A four-step framework for building a personal legacy.

Suddenly Single: 3 Steps to Take Now

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

• Articles

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Money Draining Food Myths

  These food myths will really put a drain on your wallet.

  Countdown to College

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

  Please Leave Home Without It

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

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

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• Calculators

  Should I Buy or Lease an Auto?

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

  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.

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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.

  Coaches

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

  Acres of Diamonds

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

  To Buy or Not to Buy

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Consider These 3 Things Before Driving Off the Lot

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

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