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.”
The decision whether to buy or rent a home may have long-term implications.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Apps that help small business owners better manage and grow their business.
The start of marriage should be all love–not debt.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
One way to find money is to examine your current spending habits and eliminate money wasters.
Here are 4 great, and sometimes unexpected, places to raise a family.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.