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.”
It’s never a bad time to speak with your financial professional about changes in your situation.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Military families face unique challenges, making personal finance even more critical.
There’s a link between debt and stress.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.
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.