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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Couples may be able to head off many of the problems in a marriage that money can cause.
Four vacation destinations you might never have thought of.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Good employee health can be great for the company’s bottom line.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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 compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
There are a few things to consider when buying or leasing your next vehicle.