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.

To Buy or Not to Buy

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Acres of Diamonds

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

• Articles

  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.

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

  Mastering Mobile Lingo

  Do you understand these common mobile slang terms?

  5 Steps Toward Successful Business Exit Planning

  An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.

  How to Keep Building Wealth When Costs Rise

  Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

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• Calculators

  What's Your MPG?

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

  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.

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• Videos

  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.

  Choosing a Mortgage

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

  Forecast

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

  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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