Lifestyle | Financial Directions

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.”

Forecast

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

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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.

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

Choosing a Mortgage

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

6 Smart Wealth-Building Money Habits to Start Early

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Teaching Kids About Money Early: Financial Habits That Stick

Everyday conversations and simple habits can help kids build lasting financial skills from an early age.

Countdown to College

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

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

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Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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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.

Acres of Diamonds

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

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.