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.”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are ways to improve your physical fitness without denting your fiscal fitness.
There’s a link between debt and stress.
Four vacation destinations you might never have thought of.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bucket lists don’t have to be for tomorrow.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.