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.”

 
 
 
Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Raising Healthy Children

Raising Healthy Children

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

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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Can I Refinance My Mortgage?

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

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

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

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.

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Managing Your Lifestyle

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

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Surprises

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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 advisor 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.

To Buy or Not to Buy

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

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