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.”
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Have A Question About This Topic?
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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
View all articles
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos