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.”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Technology tips to make your next trip even better.
If you find it hard to attain personal life goals, there’s an app for that!
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Good employee health can be great for the company’s bottom line.
There are ways to improve your physical fitness without denting your fiscal fitness.
Try these activities to keep your brain sharp.
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.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.
Have you found yourself suddenly single? Here are 3 steps to take right now.