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.”

 
 
 
A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

It May Be Time for a Financial Checkup

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.

 

Debt Stress

There’s a link between debt and stress.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Building Your Legacy

A four-step framework for building a personal legacy.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Coaches

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

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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.

Acres of Diamonds

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

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

What to Do When You Lose Your Wallet

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

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