Lifestyle
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.”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Surprises
Making the most of surprises is a great reason to work with us.
An Arm and a Leg
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.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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