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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Suddenly Single: 3 Steps to Take Now

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

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Managing Your Lifestyle

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

Surprises

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

Good Health is Good Business

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

Acres of Diamonds

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

• Articles

  Money Draining Food Myths

  These food myths will really put a drain on your wallet.

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  Good Health is Good Business

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

  Saving on Subscription Service Costs

  There are ways to improve your physical fitness without denting your fiscal fitness.

  Creative Ways to Motivate Your Employees

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

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

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• Calculators

  Comparing Mortgage Terms

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

  Bi-Weekly Payments

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

  Can I Refinance My Mortgage?

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

  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.

  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

  Acres of Diamonds

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

  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.

  Surprises

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

  Coaches

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

  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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