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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A four-step framework for building a personal legacy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Five creative (and inexpensive) ideas for motivating your employees.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Couples may be able to head off many of the problems in a marriage that money can cause.
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.
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 how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bucket lists don’t have to be for tomorrow.