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.”
An Arm and a Leg
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.
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.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
An Arm and a Leg
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
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