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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Richest Man in Babylon

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

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.

Acres of Diamonds

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

• Articles

  Family Conversations on Retirement, Legacy, and Finances

  Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

  6 Smart Money Habits for Building Long-Term Wealth

  Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

  Could the Right Firm Culture Elevate You?

  Joining the right team culture can help you grow and thrive.

  5 Steps Toward Successful Business Exit Planning

  An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  6 Smart Wealth-Building Money Habits to Start Early

  Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

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• Calculators

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  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

  Suddenly Single: 3 Steps to Take Now

  Have you found yourself suddenly single? Here are 3 steps to take right now.

  Choosing a Mortgage

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

  To Buy or Not to Buy

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

  Surprises

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

  Coaches

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

  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.

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