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.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Good Health is Good Business

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

• Articles

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

  Creative Ways to Motivate Your Employees

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

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Good Health is Good Business

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

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• Calculators

  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.

  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.

  Should I Buy or Lease an Auto?

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

  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 Pay Off Debt or Invest?

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

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• Videos

  Choosing a Mortgage

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Forecast

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

  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.

  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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