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.”

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

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Managing Your Lifestyle

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Financial Literacy Crisis

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

Consider These 3 Things Before Driving Off the Lot

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

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Raising Healthy Children

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Pickleball in Retirement

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

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Should I Buy or Lease an Auto?

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

Bi-Weekly Payments

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

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.

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