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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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
One way to find money is to examine your current spending habits and eliminate money wasters.
Five creative (and inexpensive) ideas for motivating your employees.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Technology tips to make your next trip even better.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.