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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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.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Choosing a Mortgage

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

• Articles

  A House Divided

  By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

  Money Draining Food Myths

  These food myths will really put a drain on your wallet.

  How Boomers and Millennials Differ

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

  Creative Ways to Motivate Your Employees

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

  Retiring Wild: National Parks and You

  Get ready to enjoy America’s national park system with this helpful article.

  Stop Wasting Money

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

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• Calculators

  Should I Buy or Lease an Auto?

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

  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.

  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.

  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.

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• Videos

  To Buy or Not to Buy

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

  Coaches

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

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  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.

  Forecast

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

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