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.”
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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
One way to find money is to examine your current spending habits and eliminate money wasters.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
This article provides a checklist of steps to take if you experience a data breach.
A four-step framework for building a personal legacy.
There’s a link between debt and stress.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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 life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
Making the most of surprises is a great reason to work with us.