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.”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five creative (and inexpensive) ideas for motivating your employees.
Four vacation destinations you might never have thought of.
There’s a link between debt and stress.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There are ways to improve your physical fitness without denting your fiscal fitness.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial professional about changes in your situation.
Bucket lists don’t have to be for tomorrow.