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.”
It’s never a bad time to speak with your financial professional about changes in your situation.
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Four vacation destinations you might never have thought of.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five phases to changing unhealthy behaviors.
Healthy habits are one of the greatest gifts to give your child.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.