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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One way to find money is to examine your current spending habits and eliminate money wasters.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Healthy habits are one of the greatest gifts to give your child.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A four-step framework for building a personal legacy.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
There are a few things to consider when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.