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.”
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Five creative (and inexpensive) ideas for motivating your employees.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
One way to find money is to examine your current spending habits and eliminate money wasters.
Being healthy not only makes you feel good, it may also help you financially.
Here are 4 great, and sometimes unexpected, places to raise a family.
These food myths will really put a drain on your wallet.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
That big list of dreams and goals isn't the only way to look at your bucket list.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.