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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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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Managing Your Lifestyle

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

Suddenly Single: 3 Steps to Take Now

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

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

What to Do When You Lose Your Wallet

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

• Articles

  Personal Finance Tips for Military Families

  Military families face unique challenges, making personal finance even more critical.

  Four Great, Unexpected Places to Raise a Family

  Here are 4 great, and sometimes unexpected, places to raise a family.

  A Cheat Sheet for Sending Your Kid to College

  Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

  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.

  Good Health is Good Business

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

  Healthy Body, Healthy Pocketbook

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

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• Calculators

  Can I Refinance My Mortgage?

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

  Should I Pay Off Debt or Invest?

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

  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.

  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.

  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.

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• Presentations

  Managing Your Lifestyle

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

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• 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.

  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.

  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.

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