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 good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A four-step framework for building a personal legacy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
Making the most of surprises is a great reason to work with us.