Lifestyle | The Elder Group

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.”

To Buy or Not to Buy

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

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Surprises

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

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

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

Forecast

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

Paying for Graduate School

You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?

How To Read the Financial News

In an era of AI-generated content, how do you separate fact from fiction

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

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

Putting a Price Tag On Your Health

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

Protect Yourself From Wire Fraud

Wire fraud is one of the scariest forms of theft. Here’s how it happens and how to protect yourself from it.

Laid Off: A Plan for When Things Don't Go to Plan

In all the emotion following a layoff, it can be hard to know how to protect and maximize your options.

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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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What to Do When You Lose Your Wallet

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

Suddenly Single: 3 Steps to Take Now

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

Surprises

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

To Buy or Not to Buy

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

Coaches

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

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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Articles

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.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Keep Your Private Information Private

Here are some easy steps you can take to keep your personal information away from prying eyes.

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.

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

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

View all articles
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

Choosing a Mortgage

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

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.

To Buy or Not to Buy

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

Surprises

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

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