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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Choosing a Mortgage

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Surprises

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

What to Do When You Lose Your Wallet

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

• Articles

  A House Divided

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

  The Financial Literacy Crisis

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

  Personal Finance Tips for Military Families

  Military families face unique challenges, making personal finance even more critical.

  Saving on Subscription Service Costs

  There are ways to improve your physical fitness without denting your fiscal fitness.

  Creative Ways to Motivate Your Employees

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

  Countdown to College

  Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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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.

  Should I Pay Off Debt or Invest?

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

  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.

  Comparing Mortgage Terms

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

  Bi-Weekly Payments

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

  Should I Buy or Lease an Auto?

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

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• Presentations

  Managing Your Lifestyle

  Using smart management to get more of what you want and free up assets to invest.

  View all presentations

• Videos

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider when buying or leasing your next vehicle.

  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.

  Acres of Diamonds

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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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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