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 decision whether to buy or rent a home may have long-term implications.
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There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.