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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The Independence of Financial and Emotional Well-Being

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Infographic: The ABCs of Financial Literacy

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

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.

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.

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

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.

A House Divided

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

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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.

Comparing Mortgage Terms

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

To Buy or Not to Buy

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

View all videos