Lifestyle | The Preferred Client 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.”

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Consider These 3 Things Before Driving Off the Lot

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

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Coaches

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

How to budget for a vacation in 5 easy steps

Are you eager to travel but want to avoid the risk of debt? Here are 5 steps to help creating a vacation budget.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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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.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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