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.”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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A four-step framework for building a personal legacy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A collection of tips from professional travelers.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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 the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial professional about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bucket lists don’t have to be for tomorrow.
The decision whether to buy or rent a home may have long-term implications.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.