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.”
Have you found yourself suddenly single? Here are 3 steps to take right now.
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One way to find money is to examine your current spending habits and eliminate money wasters.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Try these activities to keep your brain sharp.
Good employee health can be great for the company’s bottom line.
These food myths will really put a drain on your wallet.
A four-step framework for building a personal legacy.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The market is as unpredictable as the weather. We'd love to help you prepare.
Bucket lists don’t have to be for tomorrow.
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.