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 market is as unpredictable as the weather. We’d love to help you prepare.
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Four vacation destinations you might never have thought of.
Being healthy not only makes you feel good, it may also help you financially.
Technology tips to make your next trip even better.
Try these activities to keep your brain sharp.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Apps that help small business owners better manage and grow their business.
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 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.
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.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.