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

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.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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.

• Articles

  Please Leave Home Without It

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

  Good Health is Good Business

  Good employee health can be great for the company’s bottom line.

  Do Your Kids Know The Value of a Silver Spoon?

  You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

  Fixed or Variable Mortgage, Which Should You Pick?

  When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

  A House Divided

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

  Putting a Price Tag On Your Health

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

  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

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

  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.

  What to Do When You Lose Your Wallet

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

  To Buy or Not to Buy

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

  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.

  View all videos