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’s never a bad time to speak with your financial advisor about changes in your situation.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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A four-step framework for building a personal legacy.
Couples may be able to head off many of the problems in a marriage that money can cause.
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This calculator will help determine whether you should invest funds or pay down debt.
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.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.