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.”

 
 
It May Be Time for a Financial Checkup

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.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

To Buy or Not to Buy

To Buy or Not to Buy

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

 

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

A House Divided

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

The Financial Literacy Crisis

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

Good Health is Good Business

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

Pickleball in Retirement

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

Creative Ways to Motivate Your Employees

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

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Comparing Mortgage Terms

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

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.

Should I Buy or Lease an Auto?

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

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Bi-Weekly Payments

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

Should I Pay Off Debt or Invest?

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

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To Buy or Not to Buy

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

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.

Consider These 3 Things Before Driving Off the Lot

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

Choosing a Mortgage

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

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.

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