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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Couples may be able to head off many of the problems in a marriage that money can cause.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Apps that help small business owners better manage and grow their business.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial advisor about changes in your situation.