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 Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One way to find money is to examine your current spending habits and eliminate money wasters.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Try these activities to keep your brain sharp.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
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.
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 advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.