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.”

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Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Gift Giving: Spend Less, Enjoy More

Gift Giving: Spend Less, Enjoy More

Stressed about the cost of holiday gift giving? You’re not alone.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Business Boosters: How to Exit Your Business Successfully

Every business owner needs a plan to exit their business in a way that helps prepare them and the business.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

An Arm and a Leg

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.

The Independence of Financial and Emotional Well-Being

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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