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

What to Do When You Lose Your Wallet

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Forecast

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

• Articles

  Legacy Planning in Retirement: Passing Down Financial Values

  Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

  Money Draining Food Myths

  These food myths will really put a drain on your wallet.

  Early Lessons for Raising Financially Confident Kids

  Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

  Creative Ways to Motivate Your Employees

  Five creative (and inexpensive) ideas for motivating your employees.

  A Path to Serenity and Smart Money Choices

  An article about meditation, mindfulness, and financial well-being.

  Countdown to College

  Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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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.

  Rent vs Buy Calculator

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

  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.

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• Videos

  Acres of Diamonds

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

  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.

  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.

  The Richest Man in Babylon

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

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