Lifestyle | SWIM Financial

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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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.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

To Buy or Not to Buy

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

A House Divided

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

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Creative Ways to Motivate Your Employees

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

Pickleball in Retirement

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

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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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Acres of Diamonds

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

Surprises

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

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.

What to Do When You Lose Your Wallet

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

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.

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Articles

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Debt Stress

There’s a link between debt and stress.

A House Divided

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

To Catch a Thief

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

How Boomers and Millennials Differ

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

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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

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.

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.

Acres of Diamonds

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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