Lifestyle | Premier Portfolio Strategies

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.

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The Richest Man in Babylon

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

Please Leave Home Without It

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

Acres of Diamonds

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Why AI Can’t Replace Your Financial Advisor

Learn all the reasons a human financial advisor is still valuable in today’s increasingly AI-driven world.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Building Your Legacy

A four-step framework for building a personal legacy.

Raising Healthy Children

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

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Forecast

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

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.

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.

What to Do When You Lose Your Wallet

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

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Articles

The Financial Literacy Crisis

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

Good Health is Good Business

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

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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.

Stop Wasting Money

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

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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.

Surprises

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

Coaches

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

To Buy or Not to Buy

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

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

View all videos