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

Suddenly Single: 3 Steps to Take Now

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

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

The Richest Man in Babylon

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

• Articles

  To Catch a Thief

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

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

  Personal Finance Tips for Military Families

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

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Data Breach: Your Security To-Do List

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

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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• Calculators

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  Can I Refinance My Mortgage?

  This calculator can help determine whether it makes sense to refinance your mortgage.

  Interested in a Fuel Efficient Car?

  Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

  Bi-Weekly Payments

  This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

  How Much Home Can I Afford?

  With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

  Should I Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

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• Presentations

  Managing Your Lifestyle

  Using smart management to get more of what you want and free up assets to invest.

  View all presentations

• Videos

  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.

  To Buy or Not to Buy

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

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