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 you found yourself suddenly single? Here are 3 steps to take right now.
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The latest trends in travel reflect a rich menu of exciting new possibilities.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Military families face unique challenges, making personal finance even more critical.
There’s a link between debt and stress.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
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.
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.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?