Lifestyle | Iron Tree 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.”

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.

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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.

Is Your Current Model Limiting Your Growth?

If you’ve been thinking what the next step in your career could look like, explore growth with the right team.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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?

6 Smart Money Habits for Building Long-Term Wealth

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

Debt Stress

There’s a link between debt and stress.

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How Much Home Can I Afford?

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

What's Your MPG?

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

Rent vs Buy Calculator

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

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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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.

Forecast

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

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.