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!
Video: The Independence of Financial and Emotional

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The Independence of Financial and Emotional Well-Being

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Grief and Finances: Communication to Financial Preparedness

The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...

Creative Ways to Motivate Your Employees

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

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

View all articles

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos