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.

Coaches

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

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

To Buy or Not to Buy

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

• Articles

  A Financial Checklist for Post-Graduates

  Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

  Money Draining Food Myths

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

  Family Governance: A Key to Maintaining Your Legacy

  As your family expands, a governance plan can help keep your vision, values and mission on track.

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  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?

  Estimate how much home may fit within your budget based on income and expenses.

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• Videos

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Acres of Diamonds

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

  An Arm and a Leg

  A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

  The Richest Man in Babylon

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

  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.

  To Buy or Not to Buy

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

  View all videos