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.

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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.

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Surprises

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

Creative Ways to Motivate Your Employees

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

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Debt Stress

There’s a link between debt and stress.

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.

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How Much Home Can I Afford?

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

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What to Do When You Lose Your Wallet

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

Suddenly Single: 3 Steps to Take Now

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

Choosing a Mortgage

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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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Articles

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

A House Divided

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

Data Breach: Your Security To-Do List

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

Personal Finance Tips for Military Families

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

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Pickleball in Retirement

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

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Calculators

How Much Home Can I Afford?

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

View all calculators
Videos

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.

Coaches

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

Acres of Diamonds

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

To Buy or Not to Buy

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

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