Lifestyle
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.”
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
How Financial Decision-Making is Like Camping
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Smart Wedding Registry Ideas
The start of marriage should be all love–not debt.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.