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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Surprises

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

What to Do When You Lose Your Wallet

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

Money Draining Food Myths

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

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.

• Articles

  Debt Stress

  There’s a link between debt and stress.

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  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?

  Personal Finance Tips for Military Families

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

  Creative Ways to Motivate Your Employees

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

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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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.

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• Videos

  Acres of Diamonds

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

  Surprises

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

  Forecast

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

  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.

  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.

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