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.”

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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Coaches

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

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

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.

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

Please Leave Home Without It

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

Countdown to College

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

What Is Your Time Worth?

Time is money – but some decisions can cost more than hours. Learn how to decide what’s worth doing yourself and what’s not.

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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Suddenly Single: 3 Steps to Take Now

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Forecast

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

Coaches

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

Surprises

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

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Articles

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

To Consolidate or Not To Consolidate Your Student Debt

Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?

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Videos

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

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

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.

To Buy or Not to Buy

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

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