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

To Buy or Not to Buy

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

Forecast

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

What to Do When You Lose Your Wallet

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

• Articles

  A House Divided

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

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  Raising Healthy Children

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

  Money Draining Food Myths

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

  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?

  Please Leave Home Without It

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

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• Videos

  Surprises

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

  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.

  The Richest Man in Babylon

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

  Choosing a Mortgage

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

  Acres of Diamonds

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

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