Lifestyle | Jorge Vielledent, MBA, ChFC, CLU

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.

Have A Question About This Topic?

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.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What to Do When You Lose Your Wallet

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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.

Money Draining Food Myths

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

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

A House Divided

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

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

View all articles

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

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

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

View all calculators