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.”

Featured Video

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

To Buy or Not to Buy

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

• Articles

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Raising Healthy Children

  Healthy habits are one of the greatest gifts to give your child.

  Healthy Body, Healthy Pocketbook

  Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

  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?

  Saving on Subscription Service Costs

  There are ways to improve your physical fitness without denting your fiscal fitness.

  To Catch a Thief

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

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• Calculators

  Can I Refinance My Mortgage?

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

  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.

  How Much Home Can I Afford?

  With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

  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.

  Should I Pay Off Debt or Invest?

  This calculator will help determine whether you should invest funds or pay down debt.

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• Presentations

  Managing Your Lifestyle

  Using smart management to get more of what you want and free up assets to invest.

  View all presentations

• Videos

  Acres of Diamonds

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

  Supporting Local Business In a Crisis

  Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider when buying or leasing your next vehicle.

  Suddenly Single: 3 Steps to Take Now

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

  What to Do When You Lose Your Wallet

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

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