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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Have A Question About This Topic?
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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
View all articles
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
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.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos