Lifestyle
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.”
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Infographic: Top Tip for Tipping
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Business Boosters: Can Your Business Survive Without You?
If you didn't show up tomorrow, would your employees be able to go it alone?
6 Steps to Rewire the Mind-Money Connection
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Business Boosters: Tips for Building a Team
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?