Lifestyle
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 May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.