Lifestyle | Denis Hartman

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?

The Richest Man in Babylon

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

Parental Loans and Paying for College

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

What to Do When You Lose Your Wallet

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

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

Retiring Wild: National Parks and You

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

Family Governance: A Key to Maintaining Your Legacy

As your family expands, a governance plan can help keep your vision, values and mission on track.

The Financial Literacy Crisis

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

Gone Phishing

Cybercriminals are using AI to carry out mass phishing attacks, making it crucial for you to recognize these threats.

View all articles

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Buy or Not to Buy

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

The Richest Man in Babylon

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

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.

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

Articles

Money Draining Food Myths

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

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.

Saving for College: A Brief Guide for Parents

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

Pickleball in Retirement

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

Funding Your Career Break: A Step-by-Step Guide

Taking time off work? Here’s a guide to funding your career break without derailing your financial goals.

View all articles
Videos

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.

Coaches

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

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.

The Richest Man in Babylon

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

Forecast

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

View all videos