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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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.
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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Surprises
Making the most of surprises is a great reason to work with us.
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