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.

Suddenly Single: 3 Steps to Take Now

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Acres of Diamonds

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

• Articles

  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?

  Early Lessons for Raising Financially Confident Kids

  Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

  How to Keep Building Wealth When Costs Rise

  Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

  Good Health is Good Business

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

  How to Talk with Family About Retirement and Financial Plans

  Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

  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.

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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.

  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.

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• Videos

  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.

  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.

  What to Do When You Lose Your Wallet

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

  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.

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