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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Donation is on people’s minds around tax season.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Plan for the things you can protect against, like a loss of income due to illness or injury.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
The decision whether to buy or rent a home may have long-term implications.
The market is as unpredictable as the weather. We’d love to help you prepare.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.