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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Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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These food myths will really put a drain on your wallet.
Good employee health can be great for the company’s bottom line.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial professional about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.