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

To Buy or Not to Buy

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

Coaches

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

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

Forecast

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

• Articles

  Countdown to College

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

  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.

  Data Breach: Your Security To-Do List

  This article provides a checklist of steps to take if you experience a data breach.

  Paying for Graduate School

  You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?

  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?

  How To Read the Financial News

  In an era of AI-generated content, how do you separate fact from fiction

  View all articles

• Calculators

  How Much Home Can I Afford?

  Estimate how much home may fit within your budget based on income and expenses.

  View all calculators

• 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.

  Coaches

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

  Choosing a Mortgage

  Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

  Forecast

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

  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.

  What to Do When You Lose Your Wallet

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

  View all videos