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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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