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.”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Healthy habits are one of the greatest gifts to give your child.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Military families face unique challenges, making personal finance even more critical.
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.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.