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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

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

Creative Ways to Motivate Your Employees

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

Suddenly Single: 3 Steps to Take Now

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

• Articles

  Passing Down Financial Values as a Part of Your Legacy

  Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

  Building a Financially Informed Legacy

  Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

  Please Leave Home Without It

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

  Raising Healthy Children

  Healthy habits are one of the greatest gifts to give your child.

  Debt Stress

  There’s a link between debt and stress.

  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.

  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.

  Should I Buy or Lease an Auto?

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

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• Videos

  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.

  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.

  Choosing a Mortgage

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

  What to Do When You Lose Your Wallet

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  View all videos