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.”
It’s never a bad time to speak with your financial professional about changes in your situation.
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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.
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One way to find money is to examine your current spending habits and eliminate money wasters.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
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.
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.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.