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.”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There’s a link between debt and stress.
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Stressed about the cost of holiday gift giving? You’re not alone.
Couples may be able to head off many of the problems in a marriage that money can cause.
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.
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 compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.