Lifestyle | Peter Ament

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.

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Suddenly Single: 3 Steps to Take Now

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

Pickleball in Retirement

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

Surprises

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

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction

Paying for Graduate School

You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?

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.

Building Your Legacy

A four-step framework for building a personal legacy.

Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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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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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.

Surprises

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

The Richest Man in Babylon

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

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.

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Articles

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

Bull & Baird: The Meaning of Life

Life asks for the same thing long-term investing does: perspective.

How Boomers and Millennials Differ

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

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

Debt Stress

There’s a link between debt and stress.

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.

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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

Suddenly Single: 3 Steps to Take Now

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

To Buy or Not to Buy

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Choosing a Mortgage

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

Forecast

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

Coaches

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

View all videos