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.”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Building Your Legacy
A four-step framework for building a personal legacy.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.