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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Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Try these activities to keep your brain sharp.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A four-step framework for building a personal legacy.
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 compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
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.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.