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.”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
With the right planning, you can build confidence in the life you’re building together.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are ways to improve your physical fitness without denting your fiscal fitness.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.