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.”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Have A Question About This Topic?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
View all articles
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos