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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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Technology tips to make your next trip even better.
Military families face unique challenges, making personal finance even more critical.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.