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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Forecast

Forecast

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

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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.

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.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

To Catch a Thief

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

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Suddenly Single: 3 Steps to Take Now

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

What to Do When You Lose Your Wallet

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

Coaches

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

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  • Building Your Legacy

    A four-step framework for building a personal legacy.

    Countdown to College

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

    Please Leave Home Without It

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

    Financial Aid for Students 101

    Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

    A Cheat Sheet for Sending Your Kid to College

    Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

    The Three Keys to a Great Password

    Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

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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.

    Surprises

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

    Forecast

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

    The Richest Man in Babylon

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

    Choosing a Mortgage

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

    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.

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