Maitland Office

543 North Wymore Road

Suite 101
Maitland, FL 32751

Lifestyle

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.”

Have A Question About This Topic?

Thank you! Oops!
The Independence of Financial and Emotional Well-Being

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Video: The Independence of Financial and Emotional

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

Give to Charity Without Reducing Your Legacy

Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Smart Wedding Registry Ideas

The start of marriage should be all love–not debt.

View all articles

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

View all videos