Lifestyle | Daniel N. Cocco, CPFA®, AIF®

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.”

What to Do When You Lose Your Wallet

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

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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.

Building Your Legacy

A four-step framework for building a personal legacy.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Financial Literacy Crisis

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

Pickleball in Retirement

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Debt Stress

There’s a link between debt and stress.

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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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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