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.”
The market is as unpredictable as the weather. We’d love to help you prepare.
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Try these activities to keep your brain sharp.
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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 will help determine whether you should invest funds or pay down debt.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.