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.”
Have A Question About This Topic?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are ways to improve your physical fitness without denting your fiscal fitness.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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 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.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Making the most of surprises is a great reason to work with us.