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.

Choosing a Mortgage

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

Personal Finance Tips for Military Families

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

Coaches

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

• Articles

  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?

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  Good Health is Good Business

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

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

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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.

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• Videos

  Forecast

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

  The Richest Man in Babylon

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

  To Buy or Not to Buy

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

  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.

  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.

  View all videos