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

The Richest Man in Babylon

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

Featured Presentation

Managing Your Lifestyle

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

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.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Forecast

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

• Articles

  Lots of Variables with Fixed-Rate Mortgages

  When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

  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?

  Putting a Price Tag On Your Health

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

  To Catch a Thief

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

  Four Great, Unexpected Places to Raise a Family

  Here are 4 great, and sometimes unexpected, places to raise a family.

  A Cheat Sheet for Sending Your Kid to College

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

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• Calculators

  Bi-Weekly Payments

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

  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.

  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.

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  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.

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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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

  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.

  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.

  Surprises

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

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