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

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.

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

The Richest Man in Babylon

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

• Articles

  Financial Aid for Students 101

  Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  Building Your Legacy

  A four-step framework for building a personal legacy.

  6 Smart Money Habits for Building Long-Term Wealth

  Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

  Early Lessons for Raising Financially Confident Kids

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

  Personal Finance Tips for Military Families

  Military families face unique challenges, making personal finance even more critical.

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• Calculators

  How Much Home Can I Afford?

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

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  Rent vs Buy Calculator

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

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• Videos

  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.

  Coaches

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

  Choosing a Mortgage

  Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

  Surprises

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

  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.

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