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.”
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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One way to find money is to examine your current spending habits and eliminate money wasters.
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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 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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
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It’s never a bad time to speak with your financial professional about changes in your situation.
Bucket lists don’t have to be for tomorrow.
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 decision whether to buy or rent a home may have long-term implications.