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.”
Have you found yourself suddenly single? Here are 3 steps to take right now.
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Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
A four-step framework for building a personal legacy.
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
Financial acronyms you should know.
Help others achieve life-long financial balance with just a desire to be something different.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
That big list of dreams and goals isn't the only way to look at your bucket list.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?