Lifestyle | Viewpoint Wealth Planning

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.”

Suddenly Single: 3 Steps to Take Now

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

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Surprises

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

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.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Should You Unretire?

If you’re considering returning to work after retirement, ask yourself these questions before you decide.

The Financial Literacy Crisis

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Why AI Can’t Replace Your Financial Advisor

Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.

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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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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.

Suddenly Single: 3 Steps to Take Now

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

The Richest Man in Babylon

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

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

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Articles

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.

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.

4 Questions Adult Children Should Ask Their Parents

Talking with your parents about estate planning can help you avoid troublesome legal and financial problems later.

Building Your Legacy

A four-step framework for building a personal legacy.

The Importance of Financial Literacy for Kids

Discover effective ways to teach children essential money skills like saving, budgeting, and smart spending.

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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Videos

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

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

What to Do When You Lose Your Wallet

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

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.

Suddenly Single: 3 Steps to Take Now

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

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