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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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are 4 great, and sometimes unexpected, places to raise a family.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
Bucket lists don’t have to be for tomorrow.