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

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

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

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Suddenly Single: 3 Steps to Take Now

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

• Articles

  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.

  A House Divided

  By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  To Catch a Thief

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

  5 Steps Toward Successful Business Exit Planning

  An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.

  How to Talk with Family About Retirement and Financial Plans

  Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

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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.

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

  Should I Buy or Lease an Auto?

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

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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• Videos

  Coaches

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

  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.

  Forecast

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

  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.

  Suddenly Single: 3 Steps to Take Now

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

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