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

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.

Pickleball in Retirement

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

Surprises

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

• Articles

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  A Path to Serenity and Smart Money Choices

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

  A House Divided

  By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

  The Financial Literacy Crisis

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

  To Catch a Thief

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

  Raising Healthy Children

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

  View all articles

• Calculators

  How Much Home Can I Afford?

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

  View all calculators

• Videos

  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.

  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.

  Acres of Diamonds

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

  The Richest Man in Babylon

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

  Coaches

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  View all videos