Lifestyle | Asset & Wealth Management Group

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.

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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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?

Debt Stress

There’s a link between debt and stress.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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How Much Home Can I Afford?

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

Choosing a Mortgage

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