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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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.

Creative Ways to Motivate Your Employees

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

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

  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.

  Good Health is Good Business

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

  The Financial Literacy Crisis

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

  Data Breach: Your Security To-Do List

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

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  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

  How Much Home Can I Afford?

  Estimate how much home may fit within your budget based on income and expenses.

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• Videos

  What to Do When You Lose Your Wallet

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

  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.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

  Choosing a Mortgage

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

  View all videos