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.”
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Debt Stress
There’s a link between debt and stress.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.