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.”

Have A Question About This Topic?

Thank you! Oops!
To Buy or Not to Buy

To Buy or Not to Buy

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

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

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

The Richest Man in Babylon

The Richest Man in Babylon

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

Pickleball in Retirement

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

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

View all articles

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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

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

Can I Refinance My Mortgage?

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

View all calculators

Managing Your Lifestyle

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

View all presentations

Choosing a Mortgage

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

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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.

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.

To Buy or Not to Buy

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos