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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

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

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.

The connection between gratitude and money

Gratitude may play a part in the relationship between mental and financial wellness

• Articles

  A House Divided

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

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Ways to turn spending into savings

  Try these simple steps to transform from being a spender to a saver

  5 ways caregivers can prioritize their well-being

  If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

  How Boomers and Millennials Differ

  The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

  Alzheimer's Awareness

  Things you can do to reduce the risk of dementia

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• Calculators

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  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.

  View all calculators

• Videos

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  Coaches

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

  View all videos