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

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.

Featured Presentation

Managing Your Lifestyle

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

Choosing a Mortgage

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

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

• Articles

  Travel, Without the Baggage

  Tips to avoid checking in luggage on your next vacation.

  Building Your Legacy

  A four-step framework for building a personal legacy.

  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.

  To Catch a Thief

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

  Debt Stress

  There’s a link between debt and stress.

  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 Buy or Lease an Auto?

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

  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.

  Bi-Weekly Payments

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

  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.

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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

  The Richest Man in Babylon

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

  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.

  What to Do When You Lose Your Wallet

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

  Coaches

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

  Forecast

  The market is as unpredictable as the weather. We’d love to help you prepare.

  View all videos