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.”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have A Question About This Topic?
Five creative (and inexpensive) ideas for motivating your employees.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A four-step framework for building a personal legacy.
Do you understand these common mobile slang terms?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Making the most of surprises is a great reason to work with us.
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.
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 professional about changes in your situation.