Lifestyle | La Jolla

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.”

The Richest Man in Babylon

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

Have A Question About This Topic?

Surprises

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

Debt Stress

There’s a link between debt and stress.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Personal Finance Tips for Military Families

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

Good Health is Good Business

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

Money Draining Food Myths

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

Debt Stress

There’s a link between debt and stress.

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.

View all articles

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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.

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.

What to Do When You Lose Your Wallet

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

Choosing a Mortgage

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

View all videos

Articles

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Stop Wasting Money

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

Money Draining Food Myths

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

Raising Healthy Children

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

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

View all articles
Videos

Acres of Diamonds

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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.

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.

View all videos