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.”
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.
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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Being healthy not only makes you feel good, it may also help you financially.
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.
Good employee health can be great for the company’s bottom line.
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 how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We'd love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.