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.”
The decision whether to buy or rent a home may have long-term implications.
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Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There’s a link between debt and stress.
Four vacation destinations you might never have thought of.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.