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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The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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.
Healthy habits are one of the greatest gifts to give your child.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 can help determine whether it makes sense to refinance your mortgage.
Making the most of surprises is a great reason to work with us.
This short video helps explain why markets can be as unpredictable as the weather.
Bucket lists don’t have to be for tomorrow.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.