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

Suddenly Single: 3 Steps to Take Now

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

Featured Presentation

Managing Your Lifestyle

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

Coaches

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

A House Divided

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

What to Do When You Lose Your Wallet

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

• Articles

  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?

  Creative Ways to Motivate Your Employees

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

  Countdown to College

  Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

  Raising Healthy Children

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

  Retiring Wild: National Parks and You

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

  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.

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• Calculators

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  Should I Pay Off Debt or Invest?

  This calculator will help determine whether you should invest funds or pay down debt.

  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.

  Bi-Weekly Payments

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

  Should I Buy or Lease an Auto?

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

  How Much Home Can I Afford?

  With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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• Presentations

  Managing Your Lifestyle

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

  View all presentations

• Videos

  Coaches

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

  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

  The market is as unpredictable as the weather. We'd love to help you prepare.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Consider These 3 Things Before Driving Off the Lot

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

  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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