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.”
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.