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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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Military families face unique challenges, making personal finance even more critical.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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 compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
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.
There are a few things to consider when buying or leasing your next vehicle.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.