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.”
That big list of dreams and goals isn't the only way to look at your bucket list.
These food myths will really put a drain on your wallet.
Apps that help small business owners better manage and grow their business.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
Couples may be able to head off many of the problems in a marriage that money can cause.
There’s a link between debt and stress.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
It’s never a bad time to speak with your financial advisor about changes in your situation.