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.”
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.
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Try these activities to keep your brain sharp.
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?
A four-step framework for building a personal legacy.
Tips to avoid checking in luggage on your next vacation.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
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.
Making the most of surprises is a great reason to work with us.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bucket lists don’t have to be for tomorrow.