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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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Good employee health can be great for the company’s bottom line.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Five creative (and inexpensive) ideas for motivating your employees.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The decision whether to buy or rent a home may have long-term implications.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.