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.”

Have A Question About This Topic?

Thank you! Oops!
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.

Prevent a Rift: Money Tips for Newlyweds

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.

An Arm and a Leg

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.

Money Draining Food Myths

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

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Pickleball in Retirement

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

Have You Planned Your Succession Yet?

If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

Building Your Legacy

A four-step framework for building a personal legacy.

A House Divided

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

View all articles

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

View all calculators

What to Do When You Lose Your Wallet

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

To Buy or Not to Buy

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

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.

The Richest Man in Babylon

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

Choosing a Mortgage

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

View all videos