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

Suddenly Single: 3 Steps to Take Now

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

What to Do When You Lose Your Wallet

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

• Articles

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

  So Your Data Has Been Leaked – Now What?

  Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

  How To Talk With Your Family About Wealth

  Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

  "Am I Ready to Move Out of My Parents' House?"

  Here are five steps you can take to pursue your own independence.

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  Ten Financial Moves to Make When Your Child Turns 18

  Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

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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

  Choosing a Mortgage

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

  The Richest Man in Babylon

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

  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.

  Forecast

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

  Coaches

  Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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