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.”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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A four-step framework for building a personal legacy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There’s a link between debt and stress.
Here are 4 great, and sometimes unexpected, places to raise a family.
Five phases to changing unhealthy behaviors.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.