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.”
It’s never a bad time to speak with your financial professional about changes in your situation.
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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five creative (and inexpensive) ideas for motivating your employees.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
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.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.