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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To Buy or Not to Buy

To Buy or Not to Buy

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

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

The Richest Man in Babylon

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.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Money Draining Food Myths

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

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The Richest Man in Babylon

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

What to Do When You Lose Your Wallet

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Choosing a Mortgage

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

Acres of Diamonds

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

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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  • Please Leave Home Without It

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

    Stop Wasting Money

    One way to find money is to examine your current spending habits and eliminate money wasters.

    A House Divided

    By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

    Countdown to College

    Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

    Mastering Mobile Lingo

    Do you understand these common mobile slang terms?

    To Catch a Thief

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

    View all articles

  • Coaches

    Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

    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.

    The Richest Man in Babylon

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

    What to Do When You Lose Your Wallet

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

    View all videos