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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Featured Presentation

Managing Your Lifestyle

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

To Buy or Not to Buy

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

Raising Healthy Children

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

The Richest Man in Babylon

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

• Articles

  Travel, Without the Baggage

  Tips to avoid checking in luggage on your next vacation.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  A Cheat Sheet for Sending Your Kid to College

  Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

  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.

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  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.

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• Calculators

  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.

  Should I Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

  Should I Pay Off Debt or Invest?

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

  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.

  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

  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

  Bucket lists don’t have to be for tomorrow.

  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.

  To Buy or Not to Buy

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

  Choosing a Mortgage

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

  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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