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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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five phases to changing unhealthy behaviors.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
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.
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 will help determine whether you should invest funds or pay down debt.
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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.
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.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.