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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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.

Personal Finance Tips for Military Families

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

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.

• 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.

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  The Three Keys to a Great Password

  Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

  A Cheat Sheet for Sending Your Kid to College

  Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

  Pickleball in Retirement

  Learn about the latest sport to sweep the nation with this informative article.

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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.

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• Videos

  Surprises

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

  Coaches

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

  What to Do When You Lose Your Wallet

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

  The Richest Man in Babylon

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Choosing a Mortgage

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

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