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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The Richest Man in Babylon

The Richest Man in Babylon

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

Early Lessons for Raising Financially Confident Kids

Early Lessons for Raising Financially Confident Kids

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

Choosing a Mortgage

Choosing a Mortgage

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

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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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.

What's Your MPG?

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

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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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.

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.

Surprises

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

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.

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