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.”

Acres of Diamonds

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

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Suddenly Single: 3 Steps to Take Now

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What to Do When You Lose Your Wallet

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

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Money Draining Food Myths

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

A House Divided

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

Building Your Legacy

A four-step framework for building a personal legacy.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

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

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.

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.

Surprises

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

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Articles

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Debt Stress

There’s a link between debt and stress.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Raising Healthy Children

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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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.

View all calculators
Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Buy or Not to Buy

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

Surprises

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

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.

What to Do When You Lose Your Wallet

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

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