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.”
The market is as unpredictable as the weather. We’d love to help you prepare.
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 the total cost in today's dollars of various mortgage alternatives.
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 professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bucket lists don’t have to be for tomorrow.
There are a few things to consider when buying or leasing your next vehicle.