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 advisor about changes in your situation.
Have A Question About This Topic?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Try these activities to keep your brain sharp.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
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 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.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.