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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One way to find money is to examine your current spending habits and eliminate money wasters.
There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Tips to avoid checking in luggage on your next vacation.
Five creative (and inexpensive) ideas for motivating your employees.
A four-step framework for building a personal legacy.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial professional about changes in your situation.