Lifestyle | Sean Barbour

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.”

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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Suddenly Single: 3 Steps to Take Now

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Forecast

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

The Financial Literacy Crisis

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

Legacy Planning in Retirement: Passing Down Financial Values

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

Have You Planned Your Succession Yet?

If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Building a Financially Informed Legacy

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

Family Conversations on Retirement, Legacy, and Finances

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

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Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Should I Buy or Lease an Auto?

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

What's Your MPG?

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

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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.

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.

Suddenly Single: 3 Steps to Take Now

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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.