Lifestyle | Copeland Financial

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.”

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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Suddenly Single: 3 Steps to Take Now

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

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Surprises

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

Building Your Legacy

A four-step framework for building a personal legacy.

Navigating the Financial Side of Divorce

Learn the financial steps to take if you’re considering separating from your spouse.

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.

Good Health is Good Business

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

Weathering the Storm: Are You Ready for a Climate Emergency?

How to effectively prepare for disasters like hurricanes, floods, wildfires, extreme heat, and severe winter storms.

Financial Aid for Students 101

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

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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.

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.

Surprises

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

The Richest Man in Babylon

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

Coaches

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

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Articles

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The Importance of Financial Literacy for Kids

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

The Financial Literacy Crisis

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

Putting a Price Tag On Your Health

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

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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Videos

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.

To Buy or Not to Buy

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

What to Do When You Lose Your Wallet

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

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.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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