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.”
The decision whether to buy or rent a home may have long-term implications.
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Military families face unique challenges, making personal finance even more critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Try these activities to keep your brain sharp.
Healthy habits are one of the greatest gifts to give your child.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.