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.”
Surprises
Making the most of surprises is a great reason to work with us.
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An Arm and a Leg
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.
Financial Fixes: The Most Expensive Cheap Vacation
Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Mentorship for Entrepreneurs: An Invaluable Resource
Entrepreneurship can be a rewarding but solitary pursuit.
Building Your Legacy
A four-step framework for building a personal legacy.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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 advisor about changes in your situation.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
An Arm and a Leg
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.
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