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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Featured Presentation

Managing Your Lifestyle

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

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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.

• Articles

  Your financial world in one place

  WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

  5 Things That Seasoned Travelers Are Doing (That You're Not)

  A collection of tips from professional travelers.

  Four Great, Unexpected Places to Raise a Family

  Here are 4 great, and sometimes unexpected, places to raise a family.

  Medical professionals: Grow and protect your assets

  I am proud to provide advice to medical professionals, like you, dedicated to providing care to others. Your hard work may leave less time to care for your financial health, which is where I come in. Contact me today for your financial checkup.

  Coping with Identity Theft

  Worried about identity theft? You should be. Identity thieves can max out your credit cards, open new accounts in your name, and even purchase cars and homes on the basis of your credit history. But you can take active measure to protect your financial life and well-being from thieves. Here’s how.

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

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• Calculators

  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.

  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.

  Should I Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

  How Much Home Can I Afford?

  With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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• Presentations

  Managing Your Lifestyle

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

  View all presentations

• Videos

  To Buy or Not to Buy

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

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  Suddenly Single: 3 Steps to Take Now

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

  Surprises

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

  Coaches

  Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

  Forecast

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

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