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

To Buy or Not to Buy

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

Forecast

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

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

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.

• Articles

  Personal Finance Tips for Military Families

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

  What Is Your Time Worth?

  Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

  Data Breach: Your Security To-Do List

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

  Putting a Price Tag On Your Health

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

  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?

  Family Values: Charting Your Future

  How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

  View all articles

• Calculators

  How Much Home Can I Afford?

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

  View all calculators

• Videos

  Surprises

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

  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.

  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.

  The Richest Man in Babylon

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

  Suddenly Single: 3 Steps to Take Now

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

  View all videos