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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Being healthy not only makes you feel good, it may also help you financially.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A four-step framework for building a personal legacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 decision whether to buy or rent a home may have long-term implications.
That big list of dreams and goals isn't the only way to look at your bucket list.
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.
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.