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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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Do Your Kids Know The Value of a Silver Spoon?

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?

Forecast

Forecast

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

A House Divided

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

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.

Debt Stress

There’s a link between debt and stress.

Building Your Legacy

A four-step framework for building a personal legacy.

Countdown to College

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

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Bi-Weekly Payments

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

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.

Can I Refinance My Mortgage?

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

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.

Comparing Mortgage Terms

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

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To Buy or Not to Buy

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

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.

Surprises

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

Forecast

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

Suddenly Single: 3 Steps to Take Now

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

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