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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Coaches

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

Choosing a Mortgage

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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.

• Articles

  Debt Stress

  There’s a link between debt and stress.

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  Good Health is Good Business

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

  Countdown to College

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

  To Catch a Thief

  Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

  Pickleball in Retirement

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

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• Calculators

  Can I Refinance My Mortgage?

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

  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.

  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.

  Comparing Mortgage Terms

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

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• Videos

  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.

  Acres of Diamonds

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

  Coaches

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

  Suddenly Single: 3 Steps to Take Now

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

  The Richest Man in Babylon

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

  Surprises

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

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