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.”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A four-step framework for building a personal legacy.
There are ways to improve your physical fitness without denting your fiscal fitness.
Couples may be able to head off many of the problems in a marriage that money can cause.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
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 decision whether to buy or rent a home may have long-term implications.