Lifestyle | Jeff Bryan

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.”

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.

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Coaches

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

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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.

Retiring Wild: National Parks and You

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

Saving for College: A Brief Guide for Parents

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Choosing a Mortgage

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

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.

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.

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.

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Articles

How To Talk With Your Family About Wealth

Discussions around family wealth can be uncomfortable, but they’re critical to preserving your wealth across generations.

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?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Stop Wasting Money

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

Gone Phishing

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

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Videos

To Buy or Not to Buy

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

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

What to Do When You Lose Your Wallet

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

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.

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