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.

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.

To Catch a Thief

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

Forecast

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

• Articles

  Debt Stress

  There’s a link between debt and stress.

  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.

  Countdown to College

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

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

  Personal Finance Tips for Military Families

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

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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.

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• Videos

  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.

  Choosing a Mortgage

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

  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.

  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.

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