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

Forecast

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

What to Do When You Lose Your Wallet

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

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Choosing a Mortgage

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

• Articles

  Family Values: Charting Your Future

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

  Protecting Loved Ones From Elder Financial Abuse

  More than ever, seniors are becoming the targets of a hidden crisis: elder fraud. Here’s how to keep your loved ones safe.

  Pickleball in Retirement

  Learn about the latest sport to sweep the nation with this informative article.

  Guidance That Grows With You: The Role of Your Advisor

  How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  Creative Ways to Motivate Your Employees

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

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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

  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.

  Coaches

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

  Forecast

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Suddenly Single: 3 Steps to Take Now

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

  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.

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