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.”
The market is as unpredictable as the weather. We’d love to help you prepare.
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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.
One way to find money is to examine your current spending habits and eliminate money wasters.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Five creative (and inexpensive) ideas for motivating your employees.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.