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.”

Featured Video

What to Do When You Lose Your Wallet

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

To Buy or Not to Buy

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

Raising Healthy Children

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

Acres of Diamonds

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

• Articles

  Data Breach: Your Security To-Do List

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

  A Path to Serenity and Smart Money Choices

  An article about meditation, mindfulness, and financial well-being.

  Changing Unhealthy Behaviors

  Five phases to changing unhealthy behaviors.

  To Catch a Thief

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

  Personal Finance Tips for Military Families

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

  Financial Aid for Students 101

  Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Acres of Diamonds

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

  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.

  Forecast

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

  Choosing a Mortgage

  Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

  Surprises

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

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