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

Coaches

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

What to Do When You Lose Your Wallet

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

A Cheat Sheet for Sending Your Kid to College

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

• Articles

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  Financial Hacks for Millennials: Don’t Get Burnt With FIRE

  Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.

  As of Today, You’re Different.

  Help others achieve life-long financial balance with just a desire to be something different.

  Healthy Body, Healthy Pocketbook

  Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

  6 Tips From Tech Start-ups for Your Non-tech Business

  Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...

  3 Ways Charitable Giving Can Benefit Your Business

  More and more companies are choosing to donate to charities through volunteering their time, resources, or both.

  View all articles

• Calculators

  Comparing Mortgage Terms

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

  Should I Buy or Lease an Auto?

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

  Can I Refinance My Mortgage?

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

  Bi-Weekly Payments

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

  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.

  View all calculators

• 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.

  To Buy or Not to Buy

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

  The Independence of Financial and Emotional Well-Being

  Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

  Surprises

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

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  View all videos