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.”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A four-step framework for building a personal legacy.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It’s never a bad time to speak with your financial professional about changes in your situation.