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.”
The decision whether to buy or rent a home may have long-term implications.
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Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
If you didn't show up tomorrow, would your employees be able to go it alone?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A collection of tips from professional travelers.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.