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.

Featured Presentation

Managing Your Lifestyle

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

The Richest Man in Babylon

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

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Forecast

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

• Articles

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  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.

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  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.

  Creative Ways to Motivate Your Employees

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

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• Calculators

  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.

  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.

  Should I Pay Off Debt or Invest?

  This calculator will help determine whether you should invest funds or pay down debt.

  Bi-Weekly Payments

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

  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.

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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

  Surprises

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  What to Do When You Lose Your Wallet

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

  To Buy or Not to Buy

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

  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.

  Acres of Diamonds

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

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