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

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.

Acres of Diamonds

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

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

What to Do When You Lose Your Wallet

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

• Articles

  "Am I Ready to Move Out of My Parents' House?"

  Here are five steps you can take to pursue your own independence.

  Practical Strategies to Safeguard Your Online Information

  What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

  So Your Data Has Been Leaked – Now What?

  Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Creative Ways to Motivate Your Employees

  Five creative (and inexpensive) ideas for motivating your employees.

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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.

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• Videos

  What to Do When You Lose Your Wallet

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

  Forecast

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

  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.

  Coaches

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

  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.

  View all videos