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.”

 
 
 
To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Forecast

Forecast

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

 

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.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Debt Stress

There’s a link between debt and stress.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles arrow

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.

Bi-Weekly Payments

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

View all calculators arrow

Managing Your Lifestyle

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

View all presentations arrow

Forecast

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Coaches

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

The Richest Man in Babylon

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

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.

What to Do When You Lose Your Wallet

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

View all videos arrow