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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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

The Richest Man in Babylon

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

• Articles

  Creative Ways to Motivate Your Employees

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

  To Catch a Thief

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

  The Financial Literacy Crisis

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

  Good Health is Good Business

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

  Please Leave Home Without It

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

  Countdown to College

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

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• Calculators

  Interested in a Fuel Efficient Car?

  Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

  Comparing Mortgage Terms

  Estimate the total cost in today's dollars of various mortgage alternatives.

  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.

  Should I Pay Off Debt or Invest?

  This calculator will help determine whether you should invest funds or pay down debt.

  Bi-Weekly Payments

  This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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• Videos

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  Surprises

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

  What to Do When You Lose Your Wallet

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

  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.

  Suddenly Single: 3 Steps to Take Now

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

  Consider These 3 Things Before Driving Off the Lot

  Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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