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.”

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Coaches

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

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Managing Your Lifestyle

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Saving on Subscription Service Costs

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

Surprises

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

• Articles

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  Building Your Legacy

  A four-step framework for building a personal legacy.

  Please Leave Home Without It

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

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Healthy Body, Healthy Pocketbook

  Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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• Calculators

  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.

  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.

  Comparing Mortgage Terms

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

  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

  Consider These 3 Things Before Driving Off the Lot

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

  The Richest Man in Babylon

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

  Surprises

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

  Supporting Local Business In a Crisis

  Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

  Choosing a Mortgage

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

  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.

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