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.”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Five creative (and inexpensive) ideas for motivating your employees.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Being healthy not only makes you feel good, it may also help you financially.
These food myths will really put a drain on your wallet.
Four vacation destinations you might never have thought of.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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 decision whether to buy or rent a home may have long-term implications.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
It’s never a bad time to speak with your financial professional about changes in your situation.
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.