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.”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Good employee health can be great for the company’s bottom line.
Military families face unique challenges, making personal finance even more critical.
A four-step framework for building a personal legacy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator will help determine whether you should invest funds or pay down debt.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.