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.”

To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.

Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should I Buy or Lease an Auto?
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
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 
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.