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.”
There are a few things to consider when buying or leasing your next vehicle.
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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?
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
A four-step framework for building a personal legacy.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
There’s a link between debt and stress.
This article provides a checklist of steps to take if you experience a data breach.
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 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.
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.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bucket lists don’t have to be for tomorrow.