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.

Surprises

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

To Catch a Thief

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

To Buy or Not to Buy

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

• Articles

  Raising Healthy Children

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

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

  A Path to Serenity and Smart Money Choices

  An article about meditation, mindfulness, and financial well-being.

  Building Your Legacy

  A four-step framework for building a personal legacy.

  Financial Aid for Students 101

  Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

  Stop Wasting Money

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

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• Calculators

  How Much Home Can I Afford?

  Estimate how much home may fit within your budget based on income and expenses.

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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• Videos

  Acres of Diamonds

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

  Suddenly Single: 3 Steps to Take Now

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

  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.

  Choosing a Mortgage

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

  The Richest Man in Babylon

  In good times and bad, consistently saving a percentage of your income is a sound financial practice.

  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.

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