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

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.

Featured Presentation

Managing Your Lifestyle

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

Suddenly Single: 3 Steps to Take Now

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Forecast

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

• Articles

  Avoiding Cognitive Decline

  Try these activities to keep your brain sharp.

  Healthy Body, Healthy Pocketbook

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

  Raising Healthy Children

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

  5 Things That Seasoned Travelers Are Doing (That You're Not)

  A collection of tips from professional travelers.

  Creative Ways to Motivate Your Employees

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

  Four Great, Unexpected Places to Raise a Family

  Here are 4 great, and sometimes unexpected, places to raise a family.

  View all articles

• Calculators

  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.

  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.

  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.

  Should I Buy or Lease an Auto?

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

  View all calculators

• Presentations

  Managing Your Lifestyle

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

  View all presentations

• Videos

  The Richest Man in Babylon

  In good times and bad, consistently saving a percentage of your income is a sound financial practice.

  What to Do When You Lose Your Wallet

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

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  Forecast

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

  Surprises

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

  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.

  View all videos