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

Choosing a Mortgage

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

Suddenly Single: 3 Steps to Take Now

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

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Acres of Diamonds

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

• Articles

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  Could the Right Firm Culture Elevate You?

  Joining the right team culture can help you grow and thrive.

  Raising Healthy Children

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

  Financial Aid for Students 101

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

  How Boomers and Millennials Differ

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

  Legacy Planning in Retirement: Passing Down Financial Values

  Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

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• Calculators

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  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

  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.

  Choosing a Mortgage

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

  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

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

  Acres of Diamonds

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

  View all videos