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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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Try these activities to keep your brain sharp.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five creative (and inexpensive) ideas for motivating your employees.
There’s a link between debt and stress.
Five phases to changing unhealthy behaviors.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Bucket lists don’t have to be for tomorrow.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial professional about changes in your situation.