Lifestyle
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 New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
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