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.”

Have A Question About This Topic?

Thank you! Oops!
Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

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

Stop Wasting Money

Stop Wasting Money

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

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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.

7 Things that Drive Practice Value

I thought you might be interested in the latest GPS Practice Insights blog. Please reach out if you’d like to discuss.

Debt Stress

There’s a link between debt and stress.

Waddell & Reed’s national conference motivates, inspires

Waddell & Reed’s national conference wrapped up June 9 in Atlanta and what an extraordinary event it was!

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

View all articles

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

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

View all calculators

Managing Your Lifestyle

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

View all presentations

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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.

What to Do When You Lose Your Wallet

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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Acres of Diamonds

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

View all videos

  • Avoiding Cognitive Decline

    Try these activities to keep your brain sharp.

    Healthy Body, Healthy Pocketbook

    Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

    Collaboration is key to financial success

    Life can get busy and complicated, but money management shouldn’t have to take a back seat. WealthLink – your personal financial website – can equip you with the tools and knowledge to monitor your financial wellbeing, now and into the future. Call me today to learn more.

    Raising Healthy Children

    Healthy habits are one of the greatest gifts to give your child.

    Building Your Legacy

    A four-step framework for building a personal legacy.

    Your financial world in one place

    WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

    View all articles

  • Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

    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.

    Bi-Weekly Payments

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

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    View all calculators

  • Managing Your Lifestyle

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

    View all presentations

  • Consider These 3 Things Before Driving Off the Lot

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

    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.

    Forecast

    The market is as unpredictable as the weather. We’d love to help you prepare.

    Surprises

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

    Coaches

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

    To Buy or Not to Buy

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

    View all videos