Lifestyle | SageCrest

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.”

Surprises

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

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Building Your Legacy

A four-step framework for building a personal legacy.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Raising Healthy Children

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

Debt Stress

There’s a link between debt and stress.

The Financial Literacy Crisis

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

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Creative Ways to Motivate Your Employees

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

Building Your Legacy

A four-step framework for building a personal legacy.

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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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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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.

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Articles

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.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Financial Literacy Crisis

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

To Catch a Thief

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

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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

What to Do When You Lose Your Wallet

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

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 Buy or Not to Buy

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

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.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Surprises

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

View all videos