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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
As of Today, You’re Different.
Help others achieve life-long financial balance with just a desire to be something different.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Surprises
Making the most of surprises is a great reason to work with us.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.