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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Try these activities to keep your brain sharp.
A four-step framework for building a personal legacy.
One way to find money is to examine your current spending habits and eliminate money wasters.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learn how to support your local businesses and your community during this trying time with this beautiful 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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.