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.”
The decision whether to buy or rent a home may have long-term implications.
Have A Question About This Topic?
Five phases to changing unhealthy behaviors.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
There’s a link between debt and stress.
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.
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 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.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Making the most of surprises is a great reason to work with us.
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.