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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Have A Question About This Topic?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Surprises
Making the most of surprises is a great reason to work with us.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
View all articles
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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
Surprises
Making the most of surprises is a great reason to work with us.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
View all videos
-
Articles
-
Calculators
-
Videos