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.”

What to Do When You Lose Your Wallet

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Pay it Forward: Financial Wellness for Employees

Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.

Work/Life Fluidity: Less Stress, Higher Productivity

There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.

How to Make Charitable Giving a Lifelong Pursuit

Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.

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...

The 12 Steps to Living Confidently: How to Set Up a Budget

Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…

Pay it Forward: Financial Wellness for Employees

Are your employees experiencing financial stress? To answer this question, companies are increasingly offering financial wellness training to employees.

The 12 Steps to Living Confidently: Define Your Life Goals

It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.

Hindsight 2020: Use These Tips to Recover From Job Loss

Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today: