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

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.

What to Do When You Lose Your Wallet

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

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

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.

• Articles

  A Path to Serenity and Smart Money Choices

  An article about meditation, mindfulness, and financial well-being.

  Legacy Planning in Retirement: Passing Down Financial Values

  Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

  Raising Healthy Children

  Healthy habits are one of the greatest gifts to give your child.

  The Financial Literacy Crisis

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

  The Three Keys to a Great Password

  Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

  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.

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• Calculators

  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.

  Bi-Weekly Payments

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

  Comparing Mortgage Terms

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

  Should I Pay Off Debt or Invest?

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

  Can I Refinance My Mortgage?

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

  Should I Buy or Lease an Auto?

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

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• Videos

  To Buy or Not to Buy

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Coaches

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

  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.

  Acres of Diamonds

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

  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.

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