Lifestyle | Justin Filippone

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.”

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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Surprises

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

Teaching Kids About Money Early: Financial Habits That Stick

Everyday conversations and simple habits can help kids build lasting financial skills from an early age.

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.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

Putting a Price Tag On Your Health

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

5 Steps Toward Successful Business Exit Planning

An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.

Legacy Planning in Retirement: Passing Down Financial Values

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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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.

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.

Forecast

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

What to Do When You Lose Your Wallet

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