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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

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

Practical Moves to Safeguard Your Financial Progress

Explore these strategies to help protect your purchasing power in a world of rising costs.

Surprises

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

• Articles

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  Debt Stress

  There’s a link between debt and stress.

  How to Talk with Family About Retirement and Financial Plans

  Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

  Financial Aid for Students 101

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

  Passing Down Financial Values as a Part of Your Legacy

  Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

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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.

  Should I Buy or Lease an Auto?

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

  Rent vs Buy Calculator

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

  What's Your MPG?

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

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• Videos

  What to Do When You Lose Your Wallet

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

  Acres of Diamonds

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

  The Richest Man in Babylon

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

  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.

  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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