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
That big list of dreams and goals isn't the only way to look at your bucket list.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Surprises
Making the most of surprises is a great reason to work with us.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
View all articles 
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.