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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Surprises

Making the most of surprises is a great reason to work with us.

Acres of Diamonds

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

Financial Planning for Divorce

Tap into one of the most important members of your "divorce team".

Choosing a Mortgage

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

• Articles

  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?

  6 Smart Money Habits for Building Long-Term Wealth

  Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

  Data Breach: Your Security To-Do List

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

  Practical Moves to Safeguard Your Financial Progress

  Explore these strategies to help protect your purchasing power in a world of rising costs.

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  Please Leave Home Without It

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

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• Calculators

  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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• Videos

  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.

  Acres of Diamonds

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

  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.

  The Richest Man in Babylon

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

  Coaches

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

  To Buy or Not to Buy

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

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