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.

Surprises

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

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.

The Richest Man in Babylon

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

• Articles

  Countdown to College

  Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  Personal Finance Tips for Military Families

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

  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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• 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

  The Richest Man in Babylon

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

  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.

  Consider These 3 Things Before Driving Off the Lot

  Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

  What to Do When You Lose Your Wallet

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

  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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