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 decision whether to buy or rent a home may have long-term implications.
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What do golf and personal finances have in common? A lot of things, but the key is confidence.
Apps that help small business owners better manage and grow their business.
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
That big list of dreams and goals isn't the only way to look at your bucket list.