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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Consider These 3 Things Before Driving Off the Lot

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

• Articles

  Debt Stress

  There’s a link between debt and stress.

  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.

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Countdown to College

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

  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

  Bi-Weekly Payments

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

  Comparing Mortgage Terms

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

  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.

  Should I Buy or Lease an Auto?

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

  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.

  Can I Refinance My Mortgage?

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

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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

  What to Do When You Lose Your Wallet

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

  Consider These 3 Things Before Driving Off the Lot

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  To Buy or Not to Buy

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

  Forecast

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

  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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