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.”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are 4 great, and sometimes unexpected, places to raise a family.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
One way to find money is to examine your current spending habits and eliminate money wasters.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
Bucket lists don’t have to be for tomorrow.
Making the most of surprises is a great reason to work with us.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.