Lifestyle | Mark A. Lieser, AAMS®

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.”

Surprises

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

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Acres of Diamonds

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

Practical Strategies to Safeguard Your Online Information

What can you do to protect yourself? Here are a few real-world strategies to keep in mind.

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.

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

Building Your Legacy

A four-step framework for building a personal legacy.

Debt Stress

There’s a link between debt and stress.

The Financial Literacy Crisis

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

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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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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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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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.

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Articles

Saving for College: A Brief Guide for Parents

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

Is it Time to Make a Change?

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

"Am I Ready to Move Out of My Parents' House?"

Here are five steps you can take to pursue your own independence.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Retiring Wild: National Parks and You

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

Bull & Baird: Resilience

Even though it can be tricky to stick to a plan in the heat of the moment, Mike writes about why it's important to have one.

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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

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.

Choosing a Mortgage

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

What to Do When You Lose Your Wallet

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

Acres of Diamonds

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

Coaches

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

Suddenly Single: 3 Steps to Take Now

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

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