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.”

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.

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What to Do When You Lose Your Wallet

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

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Acres of Diamonds

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

Good Health is Good Business

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

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.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Debt Stress

There’s a link between debt and stress.

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.

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How Much Home Can I Afford?

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Buy or Not to Buy

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

Surprises

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

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.

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Articles

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Raising Healthy Children

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

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Debt Stress

There’s a link between debt and stress.

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.

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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.

View all calculators
Videos

The Richest Man in Babylon

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

Acres of Diamonds

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Surprises

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

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.

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.

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