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.

 

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

 

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.