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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Surprises
Making the most of surprises is a great reason to work with us.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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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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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.