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.”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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A four-step framework for building a personal legacy.
Technology tips to make your next trip even better.
Five creative (and inexpensive) ideas for motivating your employees.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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.
This calculator can help determine whether it makes sense to refinance your 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 how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
It’s never a bad time to speak with your financial professional about changes in your situation.
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.