Lifestyle | Christopher Otillio

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.”

Suddenly Single: 3 Steps to Take Now

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Creative Ways to Motivate Your Employees

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

Surprises

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

Parental Loans and Paying for College

Advice for parents before they agree to take on college debt for their children.

Saving for College: A Brief Guide for Parents

Key questions to help you get started on funding your kids’ education.

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

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

Maintaining Financial Well-Being Through a Divorce

Are you prepared for the transition of untying the knot?

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.

A Financial Checklist for Post-Graduates

Graduating from college into the adult world is a big milestone. Follow these steps to thrive in this new chapter of life.

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Forecast

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

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.

Acres of Diamonds

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

The Richest Man in Babylon

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

What to Do When You Lose Your Wallet

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

Surprises

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

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Articles

Retiring Wild: National Parks and You

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

The Financial Literacy Crisis

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

A House Divided

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

Creative Ways to Motivate Your Employees

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

Ten Financial Moves to Make When Your Child Turns 18

Have a newly adult son or daughter? Use these tips to introduce them to a world of responsible financial independence.

Building Your Legacy

A four-step framework for building a personal legacy.

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Videos

What to Do When You Lose Your Wallet

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

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.

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.

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.

The Richest Man in Babylon

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

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