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.”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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There are ways to improve your physical fitness without denting your fiscal fitness.
Tips to avoid checking in luggage on your next vacation.
Here are 4 great, and sometimes unexpected, places to raise a family.
One way to find money is to examine your current spending habits and eliminate money wasters.
Five creative (and inexpensive) ideas for motivating your employees.
Couples may be able to head off many of the problems in a marriage that money can cause.
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.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bucket lists don’t have to be for tomorrow.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial professional about changes in your situation.