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.
Have A Question About This Topic?
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.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Healthy habits are one of the greatest gifts to give your child.
There’s a link between debt and stress.
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 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 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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We'd love to help you prepare.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
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.