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.”
Good employee health can be great for the company’s bottom line.
A collection of tips from professional travelers.
Couples may be able to head off many of the problems in a marriage that money can cause.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
If you find it hard to attain personal life goals, there’s an app for that!
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 compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.