Creating a life map involves a close review of personal finances and an assessment of other building blocks. 

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. 

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. 

An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance transfers the financial risk of life's events to an insurance company.