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.”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Many Americans are operating their personal finances with only the barest minimum of knowledge.
Couples may be able to head off many of the problems in a marriage that money can cause.
A four-step framework for building a personal legacy.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Five creative (and inexpensive) ideas for motivating your employees.
Healthy habits are one of the greatest gifts to give your child.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Using smart management to get more of what you want and free up assets to invest.
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.
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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.
Bucket lists don’t have to be for tomorrow.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.