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 four-step framework for building a personal legacy.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Being healthy not only makes you feel good, it may also help you financially.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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It’s never a bad time to speak with your financial professional about changes in your situation.
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.