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.”

 
 
Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

The Independence of Financial and Emotional Well-Being

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

 

Building Your Legacy

A four-step framework for building a personal legacy.

7 Father’s Day Financial Hacks for Dads

From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

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.

Bank on Your Good Health

Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

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Surprises

Making the most of surprises is a great reason to work with us.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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