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.”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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There are ways to improve your physical fitness without denting your fiscal fitness.
Four vacation destinations you might never have thought of.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Do you understand these common mobile slang terms?
Five creative (and inexpensive) ideas for motivating your employees.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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 can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.