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.”

Acres of Diamonds

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Surprises

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

Good Health is Good Business

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

Family Values: Charting Your Future

How can families take on new perspectives and ideas without sacrificing their deeply held beliefs?

Built To Last: Why Multigenerational Teams Matter

Go beyond a one-size-fits-all approach by working with a multigenerational team of advisors.

Is it Time to Make a Change?

When do you know? And when do you know you’re ready?

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

Women Talking Wealth: Kathy Cobb

Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.

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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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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.

Coaches

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

Surprises

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

Suddenly Single: 3 Steps to Take Now

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

Acres of Diamonds

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

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Articles

Giving Love - and Money - to the Grandkids

Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.

Retiring Wild: National Parks and You

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

How Boomers and Millennials Differ

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

Data Breach: Your Security To-Do List

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

Stop Wasting Money

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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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

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.

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.

Surprises

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

To Buy or Not to Buy

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

Forecast

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

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