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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have A Question About This Topic?
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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Family Governance: A Key to Maintaining Your Legacy
As your family expands, a governance plan can help keep your vision, values and mission on track.
View all articles
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
View all videos
-
Articles
-
Videos