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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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Healthy habits are one of the greatest gifts to give your child.
A four-step framework for building a personal legacy.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Couples may be able to head off many of the problems in a marriage that money can cause.
Good employee health can be great for the company’s bottom line.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
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.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The decision whether to buy or rent a home may have long-term implications.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.