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.”

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Coaches

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

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Managing Your Lifestyle

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

Surprises

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

Personal Finance Tips for Military Families

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

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.

• Articles

  Pickleball in Retirement

  Learn about the latest sport to sweep the nation with this informative article.

  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.

  The Best Apps in Travel

  Technology tips to make your next trip even better.

  Prevent a Rift: Money Tips for Newlyweds

  Couples may be able to head off many of the problems in a marriage that money can cause.

  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?

  Creative Ways to Motivate Your Employees

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

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• Calculators

  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.

  Bi-Weekly Payments

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

  Should I Pay Off Debt or Invest?

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

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  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

  Choosing a Mortgage

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

  Forecast

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

  Consider These 3 Things Before Driving Off the Lot

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

  Supporting Local Business In a Crisis

  Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

  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.

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