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.”
Have you found yourself suddenly single? Here are 3 steps to take right now.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five phases to changing unhealthy behaviors.
Good employee health can be great for the company’s bottom line.
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.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial professional about changes in your situation.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.