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.”
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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?
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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
Surprises
Making the most of surprises is a great reason to work with us.