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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Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
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Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Plan for the things you can protect against, like a loss of income due to illness or injury.
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 will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Making the most of surprises is a great reason to work with us.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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The market is as unpredictable as the weather. We’d love to help you prepare.