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

Choosing a Mortgage

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

Featured Presentation

Managing Your Lifestyle

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

To Buy or Not to Buy

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

Four Great, Unexpected Places to Raise a Family

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

Coaches

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

• Articles

  Please Leave Home Without It

  Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

  Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

  Four vacation destinations you might never have thought of.

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Creative Ways to Motivate Your Employees

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

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

  A Cheat Sheet for Sending Your Kid to College

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

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• Calculators

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  Can I Refinance My Mortgage?

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

  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 Pay Off Debt or Invest?

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

  Should I Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

  Bi-Weekly Payments

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

  View all calculators

• Presentations

  Managing Your Lifestyle

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

  View all presentations

• Videos

  Coaches

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

  Choosing a Mortgage

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  To Buy or Not to Buy

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

  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.

  View all videos