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.”
Have A Question About This Topic?
One way to find money is to examine your current spending habits and eliminate money wasters.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A four-step framework for building a personal legacy.
Being healthy not only makes you feel good, it may also help you financially.
Learn about the latest sport to sweep the nation with this informative article.
Military families face unique challenges, making personal finance even more critical.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.