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.
These food myths will really put a drain on your wallet.
Four vacation destinations you might never have thought of.
A four-step framework for building a personal legacy.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
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.