Lifestyle | Jacob Gold

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.”

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.

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To Buy or Not to Buy

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

Family Conversations on Retirement, Legacy, and Finances

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Suddenly Single: 3 Steps to Take Now

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

A House Divided

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

A Path to Serenity and Smart Money Choices

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

Building a Financially Informed Legacy

Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.

6 Smart Wealth-Building Money Habits to Start Early

Learn 6 smart money habits that can help you save more, spend wisely, and start building wealth now.

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.

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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.

What's Your MPG?

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

Should I Buy or Lease an Auto?

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

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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.

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.

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.

What to Do When You Lose Your Wallet

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