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.”
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A collection of tips from professional travelers.
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are 4 great, and sometimes unexpected, places to raise a family.
The start of marriage should be all love–not debt.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
That big list of dreams and goals isn't the only way to look at your bucket list.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.