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.”
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.
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A four-step framework for building a personal legacy.
Five phases to changing unhealthy behaviors.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Being healthy not only makes you feel good, it may also help you financially.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial advisor about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
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.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.