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.”

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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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Managing Your Lifestyle

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

What to Do When You Lose Your Wallet

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

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Consider These 3 Things Before Driving Off the Lot

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

• Articles

  Putting a Price Tag On Your Health

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

  Prevent a Rift: Money Tips for Newlyweds

  Couples may be able to head off many of the problems in a marriage that money can cause.

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Building Your Legacy

  A four-step framework for building a personal legacy.

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Stop Wasting Money

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

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• Calculators

  Should I Pay Off Debt or Invest?

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

  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.

  Bi-Weekly Payments

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

  Comparing Mortgage Terms

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

  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 Buy or Lease an Auto?

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

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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

  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 advisor 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.

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  To Buy or Not to Buy

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

  Surprises

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

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