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.”

 
 
 
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

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

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

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

 

New Trends Redefine Travel

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

Personal Finance Tips for Military Families

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

Creative Ways to Motivate Your Employees

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

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

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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.

Bi-Weekly Payments

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

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.

Can I Refinance My Mortgage?

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

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Managing Your Lifestyle

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

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Forecast

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

To Buy or Not to Buy

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

Consider These 3 Things Before Driving Off the Lot

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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