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.”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Have A Question About This Topic?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
View all articles
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 Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
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.
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.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos