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

Surprises

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

Forecast

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

Debt Stress

There’s a link between debt and stress.

Choosing a Mortgage

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

• Articles

  Countdown to College

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

  Passing Down Financial Values as a Part of Your Legacy

  Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

  The Three Keys to a Great Password

  Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

  Raising Healthy Children

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

  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?

  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.

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• Calculators

  What's Your MPG?

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

  How Much Home Can I Afford?

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

  Rent vs Buy Calculator

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

  Should I Buy or Lease an Auto?

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

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• Videos

  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.

  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.

  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.

  Forecast

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

  View all videos