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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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Couples may be able to head off many of the problems in a marriage that money can cause.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Being healthy not only makes you feel good, it may also help you financially.
Good employee health can be great for the company’s bottom line.
There are ways to improve your physical fitness without denting your fiscal fitness.
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 can help determine whether it makes sense to refinance your mortgage.
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.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Bucket lists don’t have to be for tomorrow.
The decision whether to buy or rent a home may have long-term implications.