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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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.

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

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

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Early Lessons for Raising Financially Confident Kids

Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

Creative Ways to Motivate Your Employees

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

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Data Breach: Your Security To-Do List

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

Countdown to College

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

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.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

How Much Home Can I Afford?

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

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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.

What to Do When You Lose Your Wallet

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

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.

To Buy or Not to Buy

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

Forecast

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

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