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.”
That big list of dreams and goals isn't the only way to look at your bucket list.
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn about the latest sport to sweep the nation with this informative article.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A collection of tips from professional travelers.
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
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.
There are a few things to consider when buying or leasing your next vehicle.
It’s never a bad time to speak with your financial advisor about changes in your situation.