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.”
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What do golf and personal finances have in common? A lot of things, but the key is confidence.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Plan for the things you can protect against, like a loss of income due to illness or injury.
There are ways to improve your physical fitness without denting your fiscal fitness.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.