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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Surprises

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

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.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Coaches

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

• Articles

  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.

  Mastering Mobile Lingo

  Do you understand these common mobile slang terms?

  The Financial Literacy Crisis

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

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  To Catch a Thief

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

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• Calculators

  Should I Buy or Lease an Auto?

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

  How Much Home Can I Afford?

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

  What's Your MPG?

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

  Rent vs Buy Calculator

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

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• Videos

  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.

  What to Do When You Lose Your Wallet

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

  Suddenly Single: 3 Steps to Take Now

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

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