Lifestyle | Mark G. Morrison

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.”

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.

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Forecast

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

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Building Your Legacy

A four-step framework for building a personal legacy.

Retiring Wild: National Parks and You

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

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

How Boomers and Millennials Differ

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

Raising Healthy Children

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

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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.

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.

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.

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.

Surprises

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

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Articles

Raising Healthy Children

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

Countdown to College

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

Please Leave Home Without It

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

Creative Ways to Motivate Your Employees

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

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.

A House Divided

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

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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

Surprises

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

Suddenly Single: 3 Steps to Take Now

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

To Buy or Not to Buy

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

Acres of Diamonds

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

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.

Forecast

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

View all videos