Lifestyle | Nichol Rogers, CFP®

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.”

Choosing a Mortgage

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

Have A Question About This Topic?

Forecast

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

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

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.

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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.

Retiring Wild: National Parks and You

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

Creative Ways to Motivate Your Employees

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

Debt Stress

There’s a link between debt and stress.

View all articles

How Much Home Can I Afford?

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

View all calculators

Acres of Diamonds

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

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.

Suddenly Single: 3 Steps to Take Now

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

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.

View all videos

Articles

A House Divided

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

So Your Data Has Been Leaked – Now What?

Data breaches have been on the rise in recent years – here’s what to do if you find your personal information was exposed.

Pickleball in Retirement

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

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Guidance That Grows With You: The Role of Your Advisor

How building a relationship with a financial advisor you trust can help you make confident decisions at each stage of life.

View all articles
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

Coaches

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

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

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.

Suddenly Single: 3 Steps to Take Now

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

What to Do When You Lose Your Wallet

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

View all videos