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 market is as unpredictable as the weather. We'd love to help you prepare.
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Many Americans are operating their personal finances with only the barest minimum of knowledge.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A four-step framework for building a personal legacy.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
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.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.