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.”

 
 
 
What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Do Your Kids Know The Value of a Silver Spoon?

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?

Surprises

Surprises

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

 

Money Draining Food Myths

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Building Your Legacy

A four-step framework for building a personal legacy.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What to Do When You Lose Your Wallet

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

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.

Suddenly Single: 3 Steps to Take Now

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Richest Man in Babylon

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

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