Client Resources

Insights: 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.”


To Buy or Not to Buy

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


Managing Your Lifestyle

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



Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.


Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.


18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?