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.”
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Have A Question About This Topic?
De-stress money management in your household with a systematic approach.
Try these activities to keep your brain sharp.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The start of marriage should be all love–not debt.
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 compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
That big list of dreams and goals isn't the only way to look at your bucket list.
Have you found yourself suddenly single? Here are 3 steps to take right now.