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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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A House Divided

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Debt Stress

There’s a link between debt and stress.

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The Richest Man in Babylon

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

To Buy or Not to Buy

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

Suddenly Single: 3 Steps to Take Now

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

What to Do When You Lose Your Wallet

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

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.

Surprises

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

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  • To Catch a Thief

    Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

    A House Divided

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

    Mastering Mobile Lingo

    Do you understand these common mobile slang terms?

    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.

    Stop Wasting Money

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

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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.

    The Richest Man in Babylon

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

    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.

    Acres of Diamonds

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

    What to Do When You Lose Your Wallet

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

    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