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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Many Americans are operating their personal finances with only the barest minimum of knowledge.
Healthy habits are one of the greatest gifts to give your child.
Good employee health can be great for the company’s bottom line.
There’s a link between debt and stress.
Learn about the latest sport to sweep the nation with this informative article.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
That big list of dreams and goals isn't the only way to look at your bucket list.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial professional about changes in your situation.