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

Acres of Diamonds

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

Choosing a Mortgage

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

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

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.

• Articles

  Paying for Graduate School

  You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?

  The Three Keys to a Great Password

  Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

  Bull & Baird: Resilience

  Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

  Laid Off: A Plan for When Things Don't Go to Plan

  In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

  Bull & Baird: Inside Out

  We're not thinking creatures that feel, but feeling creatures that think--and that affects our behavior as investors.

  A Financial Checklist for Post-Graduates

  Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

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• Calculators

  How Much Home Can I Afford?

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

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• Videos

  To Buy or Not to Buy

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

  Coaches

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

  Surprises

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

  Suddenly Single: 3 Steps to Take Now

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

  Forecast

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

  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.

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