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.”
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Technology tips to make your next trip even better.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A four-step framework for building a personal legacy.
Five phases to changing unhealthy behaviors.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.