Lifestyle | Michael J Kowal

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.”

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.

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Acres of Diamonds

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

A House Divided

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

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.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Building Your Legacy

A four-step framework for building a personal legacy.

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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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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.

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.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

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

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Articles

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Stop Wasting Money

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

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

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Calculators

How Much Home Can I Afford?

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

View all calculators
Videos

What to Do When You Lose Your Wallet

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

To Buy or Not to Buy

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

Coaches

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

The Richest Man in Babylon

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

Acres of Diamonds

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

Surprises

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

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