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.”
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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Being healthy not only makes you feel good, it may also help you financially.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
These food myths will really put a drain on your wallet.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
Bucket lists don’t have to be for tomorrow.
Making the most of surprises is a great reason to work with us.