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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Technology tips to make your next trip even better.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
A four-step framework for building a personal legacy.
Try these activities to keep your brain sharp.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Bucket lists don’t have to be for tomorrow.