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.”
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.
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These food myths will really put a drain on your wallet.
Four vacation destinations you might never have thought of.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A four-step framework for building a personal legacy.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Using smart management to get more of what you want and free up assets to invest.
It’s never a bad time to speak with your financial professional about changes in your situation.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Bucket lists don’t have to be for tomorrow.