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.”
Have you found yourself suddenly single? Here are 3 steps to take right now.
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Being healthy not only makes you feel good, it may also help you financially.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Help others achieve life-long financial balance with just a desire to be something different.
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.