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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One way to find money is to examine your current spending habits and eliminate money wasters.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A four-step framework for building a personal legacy.
Being healthy not only makes you feel good, it may also help you financially.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
It’s never a bad time to speak with your financial professional about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.