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.”

Have A Question About This Topic?

Thank you! Oops!
What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Funding Your Career Break: A Step-by-Step Guide

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

The Richest Man in Babylon

The Richest Man in Babylon

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

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles

How Much Home Can I Afford?

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

View all calculators

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.

Acres of Diamonds

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

The Richest Man in Babylon

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

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.

View all videos