Lifestyle | Roger Relucio

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.”

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.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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.

Suddenly Single: 3 Steps to Take Now

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

Retiring Wild: National Parks and You

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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.

Building Your Legacy

A four-step framework for building a personal legacy.

Putting a Price Tag On Your Health

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

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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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To Buy or Not to Buy

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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.

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.

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Articles

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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?

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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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

Surprises

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

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.

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.

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.

View all videos