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.”
It’s never a bad time to speak with your financial professional about changes in your situation.
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A four-step framework for building a personal legacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Being healthy not only makes you feel good, it may also help you financially.
One way to find money is to examine your current spending habits and eliminate money wasters.
This article provides a checklist of steps to take if you experience a data breach.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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 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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
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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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.